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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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MarketWatch: Laura Mattia Featured in “My husband is 73 and our income is $135K per year. We planned to take his RMDs before year end. But I think things are complicated by taxes and Medicare. Should we delay?”

Laura Mattia, MBA, Ph.D, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article “My husband is 73 and our income is $135K per year. We planned to take his RMDs before year end. But I think things are complicated by taxes and Medicare. Should we delay?”
9/10/2025
Newsroom

Barron’s: Jeff Dekko Featured in “Wealth Enhancement Group’s Path to $1 Trillion”

Wealth Enhancement Group CEO Jeff Dekko emphasizes that acquisitions inevitably reshape both the acquired firm and the acquirer, and that his firm’s partnership model—built on honoring “collective promises” to clients—sets it apart. He sees Wealth Enhancement Group, currently managing about $120 billion in assets, reaching $1 trillion in the near future by diversifying its targets and expanding into new client segments. Looking ahead, Dekko highlights “AI literacy” across the organization as a key factor that will separate winners from losers in wealth management.
9/5/2025

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.