Wealth Enhancement Acquires Northwest Investment Counselors, LLC

Wealth Enhancement Acquires the Capstone Team from Capstone Wealth Advisors, LLC

February 6, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, has welcomed the Capstone Team from Capstone Wealth Advisors, LLC — a team of six advisors and five support staff overseeing approximately $618 million in client assets. The move expands Wealth Enhancement’s presence in the Pacific Northwest and increases its total client assets to more than $102.7 billion.

Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Wealth Enhancement Acquires XO Wealth Management

March 28, 2025

Financial Services

Wealth Enhancement has acquired XO Wealth Management, an independent RIA based in Dallas, Texas, whose team of three advisors and three support staff manages over $516 million in client assets. The deal expands Wealth Enhancement's footprint in Texas to 11 locations and increases the firm's total client assets to more than $107.5 billion.

Wealth Enhancement Acquires Wise Wealth

October 31, 2025

Financial Services

Wealth Enhancement, a national independent wealth management firm, has acquired Wise Wealth, an independent RIA with offices in Lee's Summit, Rolla, and Liberty, Missouri. The deal — Wealth Enhancement's 100th acquisition — brings Wise Wealth's approximately $464 million in client assets and a 12-person team into Wealth Enhancement, expanding the firm's presence in the greater Kansas City market and pushing total client assets to more than $125 billion.

Wealth Enhancement Group Acquires Wealth Management Group, LLC (Rochester, NY)

November 16, 2023

Wealth Management

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm, has acquired Wealth Management Group, LLC, a hybrid RIA in Rochester, New York, bringing approximately $117 million in client assets. The acquisition adds another western New York office to Wealth Enhancement Group’s network and is intended to expand local presence and provide Wealth Management Group’s clients access to broader resources and services.

Wealth Enhancement Group Acquires KCS Wealth Advisory, LLC

October 12, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm, has acquired KCS Wealth Advisory, LLC, a Los Angeles-based independent RIA led by Laura Gilman and Ken Waltzer, bringing approximately $373 million in client assets. The acquisition adds one Los Angeles-area office and increases Wealth Enhancement Group's total client assets to more than $70.5 billion while providing succession and expanded resources for the KCS team.