Wealth Enhancement

10/08/2026

We're proud to share that Wealth Enhancement has been recognized among the Nashville Business Journal's 2026 Largest Financial Planning Firms, ranking #29 on this year's list.

Congratulations to our Nashville-area advisors and team members on this recognition and their continued commitment to serving clients and the community.

Learn more here:
https://www.wealthenhancement.com/newsroom/wealth-enhancement-recognized-among-nashvilles-largest-financial-planning-firms

09/30/2026

Today, Wealth Enhancement announced a significant step forward in how we serve ultra-high-net-worth individuals and multigenerational families.

We have entered into an agreement to acquire RWA Wealth Partners, a Boston-headquartered independent wealth management firm with more than $22 billion in client assets and one of the nation’s largest woman-led registered investment advisers. Led by CEO and Chief Economist Michelle Knight, RWA brings significant experience serving families with substantial, complex wealth through its Private Wealth and Family Office businesses.

We’re excited for what this partnership means for our clients and for the continued evolution of Wealth Enhancement’s ultra-high-net-worth and family office capabilities.

Read the full announcement here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-expands-family-office-capabilities-through-reserve-wealth-enhancementtm

09/29/2026

Medicare decisions can feel complex, but understanding your options can help you make more informed choices.

In our recent webinar, Chloé Briel, CFP®, ADPA™, Wealth Planning Consultant at Wealth Enhancement, joined Katie Lauer of CoverRight to discuss the essentials of Medicare, including enrollment periods, the differences between Medicare Supplement and Medicare Advantage plans, and common mistakes to avoid.

Watch the full webinar here:
https://www.wealthenhancement.com/events-and-webinars/navigating-medicare-confidence

09/28/2026

Big ideas, meaningful connections, and a few unforgettable days in the mountains.

This year's Advisor Summit in Snowbird, Utah, brought together advisors, leaders, and team members from across Wealth Enhancement to learn, collaborate, share ideas, and strengthen relationships across the firm.

Stay tuned for more photos and highlights from the Summit!

09/24/2026

How can parents help the next generation avoid common financial mistakes?

Nate Hanft, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, shared insights with AARP on practical ways to teach children and young adults important money lessons.

Read the full article:

Clear guidance and real-life lessons can support better financial decisions

09/18/2026

What’s next for markets following the Fed’s latest decision?

Jim Cahn, Chief Strategy Officer at Wealth Enhancement, joined Melissa Lee and Michael Santoli on CNBC’s Closing Bell: Overtime to discuss the Fed’s approach to and what it could mean for investors, as well as his outlook on , technology and the investment opportunities ahead.

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.

Watch the full conversation:

Jim Cahn, Wealth Enhancement Group chief strategy officer and investment committee chair, joins 'Closing Bell Overtime' to discuss the Fed's decision to raise interest rates, AI, the tech trade, and more.

09/18/2026

More than half of parents and grandparents believe today’s children are less prepared to manage money than they were at the same age.

Chloé Briel, CFP®, ADPA™, Senior Advanced Planning Manager at Wealth Enhancement, recently authored an article published by Kiplinger that shares practical ways families can help build healthy financial habits and make money conversations part of everyday life.

Read the full article here:

More than half of parents and grandparents believe children are less financially prepared than they were. Here’s how to close the gap.

09/14/2026

We’re proud to once again be recognized among the nation’s top-ranked RIA firms.

Wealth Enhancement Advisory Services (WEAS) has been named the #7 Mega RIA on Barron's Advisor 2026 list of the Top 100 RIA Firms, marking its eighth consecutive year on the prestigious list.

This recognition reflects our steadfast commitment to providing clients with a high-touch, comprehensive wealth management experience - with financial planning at the core and integrated investment management, tax strategies, estate planning, and more. At the same time, we continue to invest in the capabilities, resources, and support that empower our financial advisors to grow, thrive, and deliver exceptional value to their clients.

We’re grateful to our clients, advisors, and teams who make this recognition possible. Please join us in celebrating!

Learn more about our ranking here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-advisory-services-ranked-7-mega-ria-barrons-2026-top-100-ria-firms-list

09/10/2026

We're proud to share that Wealth Enhancement has been recognized as the top-growing Registered Investment Advisor (RIA) firm in Minnesota on Citywire's 2026 Fastest Growers in America ranking.

As a firm founded in the Minneapolis area, this recognition reflects our continued growth and commitment to serving clients across Minnesota and beyond.

Learn more:
https://www-stage.wealthenhancement.com/newsroom/wealth-enhancement-recognized-minnesotas-fastest-growing-ria-citywire

09/08/2026

We’re pleased to share that Doug Huber, Deputy Chief Investment Officer at Wealth Enhancement, has been named a finalist for CIO of the Year in the Think Advisor's 2026 Luminaries Awards.

This recognition reflects Doug's commitment to helping clients navigate important financial decisions while building lasting relationships founded on trust and personalized guidance.

Congratulations, Doug, on this well-deserved honor.