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

Large investment gains can be a positive development, but they may also create additional risk.When one stock, property,...
09/21/2026

Large investment gains can be a positive development, but they may also create additional risk.

When one stock, property, or business interest represents a significant portion of your wealth, concern about capital gains taxes can make diversification feel more complicated.

Reviewing the potential tax impact alongside your risk tolerance, income needs, and long-term goals can help create a more coordinated approach.

09/16/2026

What do NFL contracts have to do with your personal financial plan?

More than you might think.

In the latest episode of Something More with Chris Boyd, Chris Boyd, Luke Bagley, Russ Ball, and Brian Regan talk football, player contracts, salary caps, and the challenge of turning a short period of high earnings into lasting financial security.

The conversation also brings those lessons back to everyday life. Most of us will never sign a professional sports contract, but we all experience changing financial seasons. Raising children, paying for college, reaching peak earning years, and preparing for retirement each bring different opportunities and pressures.
The central lesson is simple: enjoy today, plan for tomorrow, and try not to build a lifestyle that depends on your best financial years lasting forever.

Listen to Football and Finance: Making the Most of Your Earning Window for a fun and practical conversation about playing the long game with your money.
https://youtu.be/e3UO80Hyxls

I’m pleased to share that Wealth Enhancement has once again been recognized among the nation’s leading RIA firms. Wealth...
09/15/2026

I’m pleased to share that Wealth Enhancement has once again been recognized among the nation’s leading RIA firms. Wealth Enhancement Advisory Services (WEAS) was named the #7 Mega RIA on Barron’s 2026 Top 100 RIA Firms ranking, marking the firm’s eighth consecutive year on this list.

This achievement reflects the dedication of our team and the trust our clients place in us every day. I’m grateful to be part of an organization committed to helping clients plan for what matters most, and thankful for the colleagues and clients who make that work so rewarding.

You can read more about the recognition here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-advisory-services-ranked-7-mega-ria-barrons-2026-top-100-ria-firms-list

09/09/2026

Do you have a financial junk drawer?

Maybe it's an old retirement account from a previous job, a savings account you barely use anymore, or investments you've forgotten about over the years.
The truth is that many of us accumulate financial clutter without even realizing it.

In this week's episode of Something More with Chris Boyd, Chris, Russ, and Luke share five simple ways to organize your financial life, reduce unnecessary complexity, and make things easier for yourself and your family.

It's a practical conversation full of ideas you can start thinking about right away.

And if you're concerned about capital gains or highly appreciated assets, don't miss our upcoming seminar series:
Unlocking Value Without Unnecessary Tax Burden
https://events.wealthenhancement.com/amrtaxwebinar

Give the episode a listen and tell us: What's one thing you could simplify in your financial life today?

09/08/2026

When something difficult happens, whether it's a serious health diagnosis, the loss of a loved one, or another major life event, many of us feel like we need to act immediately.

But what if slowing down is actually the smarter move?

In this week's episode of Something More with Chris Boyd, Chris, Luke, and Russ discuss why some financial decisions shouldn't be rushed, and how taking time to understand your options can help you avoid costly mistakes.

We cover estate planning, beneficiary reviews, asset ownership, digital accounts, liquidity planning, and other important topics that often come up during life's most challenging transitions.

Listen to:
Don’t Just Do Something, Sit There! Navigating Financial Decisions During Life’s Hardest Moments: https://youtu.be/8_gCih72ciw

Looking for more financial planning insights?
Join us for our upcoming seminar series:
Unlocking Value Without Unnecessary Tax Burden https://events.wealthenhancement.com/amrtaxwebinar

We hope you'll find both the episode and seminar helpful, practical, and informative.

Retirement planning is about more than replacing a paycheck. It's also about preparing for expenses that may change over...
09/08/2026

Retirement planning is about more than replacing a paycheck. It's also about preparing for expenses that may change over time.

Healthcare is one of the costs many retirees underestimate. While Medicare can help cover certain expenses, it may not cover everything. Out-of-pocket costs, supplemental insurance, long-term care needs, and healthcare inflation can all influence your retirement budget.

As you review your retirement strategy, consider whether future healthcare expenses are part of the plan.

Final registration opportunities are now available.If you own highly appreciated investments, real estate, or a business...
09/04/2026

Final registration opportunities are now available.
If you own highly appreciated investments, real estate, or a business, join the AMR Team for an educational seminar focused on strategies that may help you navigate capital gains with greater confidence.

Learn about tax-aware planning, charitable giving strategies, business succession considerations, and estate planning approaches designed to help you make informed decisions about appreciated assets.

📅 September 9 | Mashpee
📅 September 15 | Harwich
📅 September 16 | Hyannis

These seminars are just around the corner and seating is limited. Register today to secure your spot.

https://events.wealthenhancement.com/amrtaxwebinar

09/02/2026

How much thought have you given to the non-financial side of retirement?

Most people spend years planning for retirement financially, but what about planning for wellness, independence, and future care needs?

In this week's episode of Something More with Chris Boyd, we're joined by Joan Harris and Kristine Callahan from Symphony Care Management to talk about aging well, staying engaged, maintaining quality of life, and preparing for life's unexpected challenges before they become crises.

Whether you're thinking about your own future or helping an aging parent, this conversation is full of practical advice and helpful insights.

We're also hosting an upcoming webinar:

The Next Journey of Aging: 2bfe9939-6c28-4836-a416-ac967277b701@9785028d-5cf0-4b0b-888b-e80e90287dac" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/2bfe9939-6c28-4836-a416-ac967277b701@9785028d-5cf0-4b0b-888b-e80e90287dac

Register here: The Next Journey of Aging: Finding Joy & Managing Evolving Care Needs

Give the episode a listen and share it with someone who may benefit from the discussion.

Your estate plan is designed to reflect what's most important to you.Life can bring new relationships, growing families,...
09/01/2026

Your estate plan is designed to reflect what's most important to you.

Life can bring new relationships, growing families, retirement transitions, and other meaningful milestones. As those changes happen, it may be worth revisiting your estate plan to make sure it still supports your wishes and the people you care about most.

Consider adding an estate plan review to your next financial check-in.

08/31/2026

Retirement planning isn't only about financial security, it's also about creating a meaningful next chapter.

Many retirees spend years preparing financially, but fewer spend time thinking about how they'll find purpose, maintain social connections, and create structure in their daily lives.

A successful retirement often balances financial confidence with personal fulfillment, helping support both long-term well-being and quality of life.

In this conversation, we explore why purpose can be just as important as planning when preparing for retirement.

Watch the full episode here: https://youtu.be/x2ADrvVBmpc?si=3FhrMBPOM8SgWEJO

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1575 Iyannough Road, Suite 1A
Hyannis, MA
02601

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Wednesday 9am - 5pm
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