Barron’s

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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If you are like many Minnesotans, you spent the 4th of July weekend up at a friend’s cabin. At some point, maybe out on the lake, or after an adult beverage at the bonfire, you thought “maybe we should get a cabin.” No need to wait for an invitation. You can go any time and stay as long as you want. Heck, you could return the favor and invite your friends to your place after all these years.
7/9/2021
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MINNEAPOLIS, July 8, 2021 — Wealth Enhancement Group, an independent wealth management firm, today announced that it has acquired Oakwood Capital Management, a Los Angeles-based independent RIA with $1.04 billion in total client assets. Upon closing of the transaction, Wealth Enhancement Group’s total client assets are expected to exceed $37 billion.*
7/8/2021

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.