AMR Team - Wealth Enhancement

AMR Team - Wealth Enhancement Your goals are our goals. We are a registered investment advisor who understands our clients’ needs.

Our dedicated team supports client needs with personalized, ethical attention. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust comp

any chartered under South Dakota law. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.

07/15/2026

The market has had a strong year so far—but is it as simple as it looks?

In this episode of Something More with Chris Boyd, we talk about what’s really going on behind the numbers.

From oil prices and global tensions to inflation and the rise of AI, there are a lot of moving pieces shaping the market right now.

We also dig into why so much of the market’s growth is coming from just a few areas—and what that could mean going forward.

If you’ve been wondering whether this momentum can last, this is a great conversation to tune into.

When was the last time you checked whether your investment mix still matches your goals?Over time, market performance ca...
07/14/2026

When was the last time you checked whether your investment mix still matches your goals?

Over time, market performance can cause a portfolio to drift away from its original allocation. Rebalancing is the process of bringing your portfolio back in line with your intended mix, helping keep your investments aligned with your risk tolerance and time horizon.

A mid-year strategy session can be a good opportunity to revisit your allocation and make sure it still reflects your long-term vision.

07/08/2026

You spent years saving for retirement… but what about spending in retirement?

That shift can feel a lot harder than people expect.

In this episode, we sit down with recently retired advisor Jeff Perry to talk about what it’s really like to go from building your savings to actually using it. From the emotional side of seeing your balance go down to practical strategies for making your money last, this conversation is full of real-life insight.

If you’re nearing retirement—or already there—this is a great listen to help you feel more confident about the road ahead.

Not sure when to take Social Security? You’re not alone.Deciding when to claim can feel overwhelming, especially when yo...
07/08/2026

Not sure when to take Social Security? You’re not alone.

Deciding when to claim can feel overwhelming, especially when you’re weighing factors like timing, taxes, and how benefits fit into your broader retirement income plan.

Taking time to understand your options now can help you make a more informed decision later.

Here are some questions we can help you address.

07/01/2026

Social Security is changing—and the timeline might be closer than you think.

In this episode of Something More with Chris Boyd, we talk with Social Security expert Marcia Mantell about the latest Trustees Report and what it could mean for your retirement.

Should you claim early?
Will benefits really be reduced?
What can you do now to prepare?
We break it all down in a clear, practical way so you can make more confident decisions about your future.

Learn more about Marcia here:
https://mantellretirementconsulting.com/

And check out this helpful resource in the bigger picture:
https://www.crfb.org/

Give it a listen and let us know what you think!
https://youtu.be/waB_3RUXGgs

Some of the most important financial planning conversations happen with the people closest to you.Talking with family ab...
06/30/2026

Some of the most important financial planning conversations happen with the people closest to you.

Talking with family about financial and estate plans may not be easy, but it can help set expectations and reduce uncertainty for everyone involved.

Even if it starts with a simple discussion, creating space for that conversation can be a meaningful part of planning ahead.

06/26/2026

Is it just you—or does healthcare feel more complicated and expensive than ever?
In this episode of Something More with Chris Boyd, we talk with Dr. Jordan Grumet about what’s really going on behind the scenes in healthcare—and why so many people feel frustrated with the system.

We cover:
✔ Why costs keep rising
✔ Who’s influencing the system
✔ What patients and doctors are both dealing with
✔ Where change might actually start

It’s an eye-opening conversation that helps make sense of a topic that impacts all of us.
Take a listen and let us know what you think!
https://youtu.be/ewJkdOoqWrs

Building your portfolio isn’t about picking one “right” investment; it’s about how your pieces work together. Stocks, bo...
06/25/2026

Building your portfolio isn’t about picking one “right” investment; it’s about how your pieces work together.

Stocks, bonds, cash, and alternatives each play a different role, and spreading your investments across them may help manage risk over time. Your mix isn’t static either; it can shift as your goals, timeline, and comfort with risk evolve.

A thoughtful allocation helps keep your strategy aligned with what matters most to you.

If it’s been a while since you revisited your mix, it may be worth a fresh look at your next review.

Today, we celebrate all the fathers and father figures who guide, support, and show up in ways both big and small.Thank ...
06/21/2026

Today, we celebrate all the fathers and father figures who guide, support, and show up in ways both big and small.
Thank you for the steady presence, quiet strength, and encouragement you give so freely. The role you play shapes lives, builds confidence, and creates lasting impact in countless ways. 💙

Today marks the first day of summer, a season filled with longer days, warmer nights, and moments spent enjoying the thi...
06/21/2026

Today marks the first day of summer, a season filled with longer days, warmer nights, and moments spent enjoying the things and people we care about most.
Whether it is time outside, a getaway, or simply slowing down to take it all in, summer offers a chance to reset and recharge. What are you looking forward to most this season? ☀️

Address

1575 Iyannough Road, Suite 1A
Hyannis, MA
02601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18667718901

Website

Alerts

Be the first to know and let us send you an email when AMR Team - Wealth Enhancement posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category