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Wealth Enhancement Advisory Services Named to Forbes’ 2025 List of America’s Top RIA Firms

Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. 

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Our advisors and specialists are available for interviews upon request. For media inquiries, reach out to our media team at publicrelations@wealthenhancement.com.

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Timing is Everything with Social Security

Social Security. You know it’s coming. You know you’ll want it. For many Americans, Social Security will comprise the majority of their retirement income. So how much will you get? Many are surprised to learn that it’s up to them. When to begin taking Social Security is one of the most crucial decisions you will make in retirement.
3/5/2021
Newsroom

AdvisorHub.com: This Week in RIA M&A

Wealth Enhancement Group announced its purchase of North American Management, a Boston-based RIA managing $1.75 billion in client assets.  Click here to read the full article.
3/4/2021
Newsroom

Wealth Enhancement Group Announces Acquisition of North American Management Corp., a Boston-Based RIA with $1.75 Billion in Total Client Assets

MINNEAPOLIS, March 2, 2021 /PRNewswire/ — Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired North American Management (NAM), an independent registered investment adviser (RIA) based in Boston that has $1.75 billion in total client assets. Upon closing of the transaction, Wealth Enhancement Group’s total client assets are expected to approach $30 billion.*
3/2/2021

About Wealth Enhancement

Wealth Enhancement offers integrated financial planning grounded in clear, detailed advice. With local offices around the country, your advisor is backed by a network of specialists who can support your financial needs, no matter how complex. This is because we also provide estate planning, tax services, investment management, insurance consultancy, and retirement income planning, as well as business consulting services. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and detailed planning. Our financial plans are crafted with care, tailored with compassion, and built to handle what life brings.