Wealth Enhancement Acquires Weinand Financial Investment Advisory Business

Wealth Enhancement Acquires Servo Wealth Management Investment Advisory Business

August 20, 2026

Wealth Management

Wealth Enhancement announced it acquired the investment advisory business of Servo Wealth Management, an independent RIA based in Oklahoma City, Oklahoma. The deal provides Wealth Enhancement with an additional independent wealth management team and brings Servo’s client assets of over $210 million into its platform; the acquisition closed on August 15, 2026.

Wealth Enhancement to Acquire Cloud Investments’ Investment Advisory Business

August 2, 2026

Financial Services

Wealth Enhancement has agreed to acquire the investment advisory business of Cloud Investments, an independent registered investment adviser managing more than $462 million in client assets. The deal is expected to close on July 31, 2026 and will mark Wealth Enhancement’s first location in Alabama while expanding its retirement planning and investment advisory presence in northern Alabama.

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 Wise Wealth

October 31, 2025

Wealth Management

Wealth Enhancement, a national independent wealth management firm, acquired Wise Wealth, an independent RIA with more than $464 million in client assets and offices in Lee's Summit, Rolla and Liberty, Missouri. The transaction closed on October 31, 2025 and marked Wealth Enhancement’s 100th acquisition, bringing its total client assets to more than $125 billion.

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 Northwest Investment Counselors, LLC

December 31, 2024

Wealth Management

Wealth Enhancement, a national independent wealth management firm with $102.1 billion in client assets, has acquired Northwest Investment Counselors, an independent RIA based in Lake Oswego, Oregon that manages about $673 million in client assets. The transaction, which closed December 31, 2024, expands Wealth Enhancement's presence in the Pacific Northwest and augments its advisory bench and service capabilities.