Wealth Enhancement Firm Enters Vermont with Dempsey Investment Management Acquisition

Wealth Enhancement Expands into Vermont with Dempsey Investment Management Acquisition

In a significant move to broaden its services, Wealth Enhancement, a prominent independent wealth management firm in the U.S., has announced its acquisition of Dempsey Investment Management, LLC. This deal, finalized on August 31, 2025, marks Wealth Enhancement's first venture into the Green Mountain State of Vermont, contributing an impressive amount of over $150 million in client assets to their portfolio. With this acquisition, Wealth Enhancement's total client assets soar to over $118.5 billion, reinforcing its status as a major player in the financial services landscape.

Dempsey Investment Management, based in South Burlington and founded by Donald F. Dempsey, Jr., has been providing tailored wealth management services since 1994. The firm has built a solid reputation in the Vermont region, emphasizing a client-first approach that prioritizes personalized financial planning and investment management strategies. Dempsey, with more than three decades in the industry, oversees a dedicated team that focuses on creating customized financial solutions for clients.

Jeff Dekko, the CEO of Wealth Enhancement, expressed excitement about the acquisition, stating, "We are delighted to expand our presence into Vermont and bring Donald Dempsey's expertise and professionalism into our growing family. His renowned status in the Greater Burlington community aligns perfectly with our mission, and we look forward to leveraging his knowledge to enhance our service offerings."

The partnership will not only allow Wealth Enhancement to diversify its client base but also provide Dempsey's existing clients with access to a broader range of resources and services. Donald Dempsey remarked, “Joining forces with Wealth Enhancement will provide my team and our clients with expanded capabilities that can significantly enrich the client experience. The alignment in our cultures will ensure that we can continue to foster long-lasting, trusted relationships.” This sentiment of cultural alignment is crucial in the world of finance, where trust and personalized service are paramount.

As fiscal environments evolve, Wealth Enhancement has maintained its commitment to delivering deeply personalized financial guidance through its innovative processes. The firm's unique Roundtable™ and UniFi processes set it apart within the wealth management industry, ensuring that clients receive not just standard financial planning, but a sophisticated approach tailored to their individual needs.

Jim Cahn, Chief Strategy Officer at Wealth Enhancement, added, “The personalized service model that Donald Dempsey has championed complements our vision at Wealth Enhancement. We are eager to integrate his high-touch approach to client engagement with our established systems to achieve unprecedented levels of service.”

As part of the acquisition, FP Transitions played a pivotal role by serving as the MA consultant, ensuring a seamless transition and integration process. The deal highlights Wealth Enhancement’s strategy to grow through strategic partnerships with firms that share its commitment to client service and satisfaction.

In addition to its recent acquisition news, Wealth Enhancement has reported a growing network, with 150 offices nationwide, which indicates a robust infrastructure capable of supporting expanded services. The firm continually strives to enhance its capabilities, staying ahead of the curve in the ever-changing financial landscape.

For those seeking personalized wealth management services in Vermont, this acquisition opens a new chapter of opportunity. Wealth Enhancement's focus on innovative and customized financial strategies, combined with Dempsey's proven expertise, sets the stage for a new standard in client care and financial planning in Vermont.

For more information about Wealth Enhancement and its services, visit www.wealthenhancement.com. Advisory services are offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor, and securities are provided through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.