Wealth Enhancement Acquires XO Wealth Management

Wealth Enhancement Acquires WealthShield Partners and Madison Oaks Wealth Partners

July 14, 2026

Financial Services

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.

Wealth Enhancement Acquires FullCircle Wealth

April 15, 2026

Financial Services

Wealth Enhancement, a national independent wealth management firm, acquired FullCircle Wealth, an independent registered investment advisor (RIA) based in Dallas, Texas, managing more than $268 million in client assets. The acquisition closed on April 15, 2026 and expands Wealth Enhancement’s footprint in key growth markets such as Dallas.

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 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.

Wealth Enhancement Group Acquires Asset Management Resources, LLC

December 19, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Asset Management Resources, LLC, an independent RIA led by J. Christopher Boyd based in Hyannis, Massachusetts. The acquired team brings approximately $236 million in assets under management and will expand Wealth Enhancement Group's presence in Massachusetts to four offices.

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.