This partnership brings Wealth Enhancement's total client assets to more than $102.7 billion.
Wealth Enhancement, a national independent wealth management firm with over $102.7 billion in client assets, has announced it has joined forces with the Capstone Team from Capstone Wealth Advisors, LLC, an independent advisory team with offices spanning the Pacific Northwest. The team of six advisors and five support staff oversees more than $618 million in client assets and is led by Ryan Skogstad, Senior Financial Advisor.
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Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, “We are thrilled to welcome the Capstone Team to our firm. Our teams have a shared commitment to holistic financial planning and a dedication to meeting the unique needs of each client.”
Founded in 2012, the Capstone Team specializes in bringing the institutional approach to the individual level in a disciplined, defined process. The team emphasizes the planning aspect of wealth management and offers services in investment, tax, and estate planning. The Capstone Team works with clients across the country – from retirees and business owners to professional athletes.
Ryan Skogstad, Senior Financial Advisor, said, “The Capstone Team is proud to join forces with Wealth Enhancement. We look forward to leveraging the firm's resources to support our continued growth and enhance our capabilities for our clients, who remain our top priority.”
Jim Cahn, Chief Strategy Officer of Wealth Enhancement, said, “The Capstone Team is a seasoned group of advisors with their combined industry experience spanning many decades. Their growth-oriented mindset and commitment to clients makes them a natural fit for Wealth Enhancement, and we are confident this will be a dynamic partnership.”
About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of our clients from our 141 offices – and growing – nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain investment advisor representatives of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement® and WEAS are separate entities from LPL.
Wealth Enhancement and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $102.1 billion in client assets, including $4 billion of brokerage assets held at LPL Financial, as of December 31, 2024. The Capstone Teamfrom Capstone Wealth Advisors, LLC, had approximately $618 million in client assets as of September 30, 2024. With the addition of previously announced acquisitions and theaddition of the Capstone Team from Capstone Wealth Advisors, LLC, Wealth Enhancement has more than $102.7 billion in client, advisory, trust, and brokerage assets.
Media Contacts Marianne Gebhardt Senior Marketing Communications Manager mgebhardt@wealthenhancement.com
Prosek Partners, on behalf of Wealth Enhancementpro-WealthEnhancement@prosek.com
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SOURCE Wealth Enhancement
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