Wealth Enhancement Acquires WealthShield Partners and Madison Oaks Wealth Partners
July 14, 2026
Wealth Enhancement, a national independent wealth management firm, acquired the investment advisory business of Raleigh-area WealthShield Partners and its affiliated wealth management practice, Madison Oaks Wealth Partners. The two firms managed more than $993 million in client assets and joined Wealth Enhancement as the Emerald Team and Madison Oaks Team, respectively.
- Buyers
- Wealth Enhancement
- Targets
- WealthShield Partners, Madison Oaks Wealth Partners
- Industry
- Financial Services
- Location
- North Carolina, United States
- Transaction Type
- Buyout
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