Wealth Enhancement

10/22/2026

A great conversation at the Private Wealth US Fall Retreat in Orlando.

Doug Huber, Deputy Chief Investment Officer at Wealth Enhancement , recently joined industry peers for a panel discussion and networking with professionals from across the wealth management industry.

Thank you to Markets Group for hosting a successful event and bringing together leaders from across the private wealth space.

10/19/2026

We're excited to share that InvestmentNews has recognized Wealth Enhancement among its Leading RIAs in the South.

As we continue to expand our presence across the region, we're grateful for the trust of our clients and the dedication of our teams who make our work possible every day.

Learn more about this recognition:
https://www.wealthenhancement.com/newsroom/wealth-enhancement-recognized-among-investmentnews-leading-rias-south

10/15/2026

Fraud tactics are becoming increasingly sophisticated, making awareness one of your best defenses.

In our recent webinar, Wealth Enhancement’s Vice President of Platform Security Operations, Adam Geisser, explored how scammers are leveraging AI, the warning signs to watch for, and practical strategies to help reduce your risk of becoming a victim of fraud.

Watch the full webinar replay:
https://www.wealthenhancement.com/events-and-webinars/outsmart-scammers-how-fraud-proof-your-wealth-age-ai

10/08/2026

We're proud to share that Wealth Enhancement has been recognized among the Nashville Business Journal's 2026 Largest Financial Planning Firms, ranking #29 on this year's list.

Congratulations to our Nashville-area advisors and team members on this recognition and their continued commitment to serving clients and the community.

Learn more here:
https://www.wealthenhancement.com/newsroom/wealth-enhancement-recognized-among-nashvilles-largest-financial-planning-firms

09/30/2026

Today, Wealth Enhancement announced a significant step forward in how we serve ultra-high-net-worth individuals and multigenerational families.

We have entered into an agreement to acquire RWA Wealth Partners, a Boston-headquartered independent wealth management firm with more than $22 billion in client assets and one of the nation’s largest woman-led registered investment advisers. Led by CEO and Chief Economist Michelle Knight, RWA brings significant experience serving families with substantial, complex wealth through its Private Wealth and Family Office businesses.

We’re excited for what this partnership means for our clients and for the continued evolution of Wealth Enhancement’s ultra-high-net-worth and family office capabilities.

Read the full announcement here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-expands-family-office-capabilities-through-reserve-wealth-enhancementtm

09/29/2026

Medicare decisions can feel complex, but understanding your options can help you make more informed choices.

In our recent webinar, Chloé Briel, CFP®, ADPA™, Wealth Planning Consultant at Wealth Enhancement, joined Katie Lauer of CoverRight to discuss the essentials of Medicare, including enrollment periods, the differences between Medicare Supplement and Medicare Advantage plans, and common mistakes to avoid.

Watch the full webinar here:
https://www.wealthenhancement.com/events-and-webinars/navigating-medicare-confidence

09/28/2026

Big ideas, meaningful connections, and a few unforgettable days in the mountains.

This year's Advisor Summit in Snowbird, Utah, brought together advisors, leaders, and team members from across Wealth Enhancement to learn, collaborate, share ideas, and strengthen relationships across the firm.

Stay tuned for more photos and highlights from the Summit!

09/24/2026

How can parents help the next generation avoid common financial mistakes?

Nate Hanft, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, shared insights with AARP on practical ways to teach children and young adults important money lessons.

Read the full article:

Clear guidance and real-life lessons can support better financial decisions

09/18/2026

What’s next for markets following the Fed’s latest decision?

Jim Cahn, Chief Strategy Officer at Wealth Enhancement, joined Melissa Lee and Michael Santoli on CNBC’s Closing Bell: Overtime to discuss the Fed’s approach to and what it could mean for investors, as well as his outlook on , technology and the investment opportunities ahead.

This information is not intended as a recommendation. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances.

Watch the full conversation:

Jim Cahn, Wealth Enhancement Group chief strategy officer and investment committee chair, joins 'Closing Bell Overtime' to discuss the Fed's decision to raise interest rates, AI, the tech trade, and more.

09/18/2026

More than half of parents and grandparents believe today’s children are less prepared to manage money than they were at the same age.

Chloé Briel, CFP®, ADPA™, Senior Advanced Planning Manager at Wealth Enhancement, recently authored an article published by Kiplinger that shares practical ways families can help build healthy financial habits and make money conversations part of everyday life.

Read the full article here:

More than half of parents and grandparents believe children are less financially prepared than they were. Here’s how to close the gap.