Wealth Enhancement

09/01/2026

We’re pleased to announce we've joined forces with Dickerson Jackson & Associates! Led by Jeff Dickerson, CFP®, Managing Partner, and Todd Jackson, CFP®, Managing Partner, the Glen Allen, Virginia-based team manages more than $376 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, “What impressed us about Dickerson Jackson & Associates is the discipline and care behind the team’s approach. Through their ‘Understand-Design-Implement-Manage’ philosophy, Jeff and Todd have built a thoughtful process that keeps clients at the center of every decision. Their commitment to personalized planning and long-term relationships makes them a strong addition to Wealth Enhancement.”

Read the full announcement: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-dickerson-jackson-associates-hybrid-ria-over-376

08/20/2026

We’re pleased to welcome Weinand Financial, an independent RIA in Olympia, Washington, to Wealth Enhancement. Led by Mike Weinand, MBA, CFP®, the team manages more than $644 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, “Mike has built a long-standing practice grounded in trusted client relationships. For more than 35 years, he and his team have been a steady partner to the individuals, families, and businesses they serve. We’re excited to welcome them to Wealth Enhancement and support the next chapter of the practice.”

View the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-servo-wealth-management-independent-ria-over-210

08/18/2026

We’re pleased to welcome Weinand Financial, an independent RIA in Olympia, Washington, to Wealth Enhancement. Led by Mike Weinand, MBA, CFP®, the team manages more than $644 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, “Mike has built a long-standing practice grounded in trusted client relationships. For more than 35 years, he and his team have been a steady partner to the individuals, families, and businesses they serve. We’re excited to welcome them to Wealth Enhancement and support the next chapter of the practice.”

View the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-weinand-financial-independent-ria-over-644

08/11/2026

We are honored to have 19 Wealth Enhancement advisors named to the Forbes 2026 Top Next-Gen Wealth Advisors Best-In-State ranking! 🎉

This recognition highlights the next generation of wealth management professionals making an impact for their clients and across the industry. We’re proud to celebrate this talented group of advisors and the dedication they bring each day to their clients, colleagues, and communities.

Congratulations to all of this year’s honorees!

Read more about the ranking here: https://www.wealthenhancement.com/newsroom/19-wealth-enhancement-advisors-named-forbes-2026-top-next-gen-wealth-advisors-best-state

Awarded 8/11/26 for the period 3/31/25-3/31/26.

08/11/2026

How prepared are today’s kids to manage money as adults?

Wealth Enhancement recently partnered with Wakefield Research to survey 1,000 U.S. parents and grandparents about how they view children’s financial preparedness, the money lessons that are hardest to teach, and the role allowances, investment accounts, and other tools can play in building strong financial habits.

Explore The First Dollar survey report to learn what the research reveals about preparing the next generation to manage money: https://www.wealthenhancement.com/the-first-dollar-kids-financial-preparedness

💡 Stay tuned as we share more key findings and insights from the research in the days ahead.

The Wealth Enhancement “The First Dollar” survey was conducted by Wakefield Research among 1,000 representative U.S. parents and grandparents (500 of each) between April 28 and May 4, 2026, using an email invitation and an online survey.

New research from Wealth Enhancement explores how parents and grandparents are teaching financial habits to the next generation, from allowances and investing to spending and budgeting.

08/04/2026

We are excited to share we have partnered with Miramar Capital, an independent RIA in Northbrook, Illinois. Led by Founders and Senior Portfolio Managers Bob Kalman and Max Wasserman, the team manages more than $592 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, "Miramar Capital has built a disciplined investment approach grounded in research and long-term thinking. Bob and Max have stayed true to that philosophy through every market cycle, helping clients remain focused on what matters most: their long-term financial goals. By joining Wealth Enhancement, they'll continue delivering trusted guidance while giving clients access to a broader range of planning, tax, estate, and wealth management capabilities."

View the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-miramar-capital-independent-ria-over-592-million

07/30/2026

We are pleased to announce we will be joining forces with Cloud Investments, LLC, an independent RIA with offices in Huntsville, Florence, and Gadsden, Alabama. Led by Don Cloud, President, Wealth Advisor, the team of five advisors and six support professionals manage more than $462 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, "The best partnerships start with shared values. Cloud Investments is deeply committed to thoughtful financial planning, exceptional client service, and giving back to the communities where we live and work. We're excited to welcome Don and his team to Wealth Enhancement."

View the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-acquire-cloud-investments-independent-ria-over-462-million-client

07/23/2026

We are proud to share that Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement, has been recognized in Financial Advisor Magazine's 2026 RIA Ranking. 🏆

This year, WEAS was named #7 on both the 2026 RIA Ranking and the RIA Discretionary & Non-Discretionary AUM Ranking - climbing three spots from last year's ranking.

This recognition also marks the seventh consecutive year that WEAS has been featured on the list, reflecting our continued commitment to comprehensive financial planning and a client-first approach.

Find more details on this ranking here: https://www.wealthenhancement.com/newsroom/weas-ranked-7-financial-advisor-magazines-2026-ria-ranking

Awarded July 2026 for data as of December 31, 2025.

07/16/2026

We are excited to announce our partnership with Trippon Wealth Management Group and its associated tax practice, J.M. Trippon & Company PC CPAs in Houston, Texas. The team of four advisors, eight tax professionals, and eight support staff is led by Jim Trippon, CPA Founder and President, and manages more than $299 million in client assets.

Jeffrey Dekko, Chief Executive Officer of Wealth Enhancement, said, “Taxes can have a significant impact on a family’s long-term financial picture, but too often they’re addressed separately from the rest of a client’s financial plan. James Trippon and his team have built a practice that brings those conversations together, helping clients make more informed decisions. That’s the kind of comprehensive advice we want to continue building at Wealth Enhancement, and we’re excited to welcome a team that shares that approach.”

View the full press release here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-announces-acquisition-trippon-wealth-management-group-and-associated