Wealth Enhancement Acquires Manwaring Wealth Management, Expanding Client Assets Significantly

Wealth Enhancement Expands Presence with Manwaring Wealth Management Acquisition

In a strategic move to strengthen its market position, Wealth Enhancement, a leading independent national wealth management firm, announced the acquisition of Manwaring Wealth Management, an independent registered investment advisor (RIA) based in Gilbert, Arizona. This acquisition marks a significant milestone for Wealth Enhancement, adding over $164 million in client assets to the firm and bringing its total assets under management to more than $117.8 billion.

This acquisition allows Wealth Enhancement to enhance its presence in Arizona, making this the firm's third location in the state, and underscores its commitment to providing exceptional financial services across key markets. The new partnership integrates the expertise of a dedicated team of two advisors, led by Joshua Manwaring, the founder of Manwaring Wealth Management. This team is known for its commitment to catering to the financial needs of its clients with a client-first philosophy.

Wealth Enhancement's CEO, Jeff Dekko, expressed his enthusiasm about the acquisition, saying, "Joshua Manwaring has dedicated over twenty years to building a practice centered around client satisfaction. His wealth management approach aligns perfectly with our own, creating a synergistic partnership that will ultimately benefit our clients." Manwaring Wealth Management, established in 2014, has built a strong reputation for its personalized financial planning, retirement income strategies, proactive tax planning, and estate planning services.

The focus on clear and effective communication is key to Manwaring's practice, ensuring that clients fully understand financial recommendations and can engage actively in their wealth management.

Joshua Manwaring remarked, "This acquisition represents a new chapter, not just for our team but for our clients as well. We are excited about the additional resources and expertise Wealth Enhancement brings, enhancing our ability to provide high-quality service. While we adapt and grow within this new framework, our dedication to serving our clients with integrity and care will not change."

Moreover, Jim Cahn, Chief Strategy Officer at Wealth Enhancement, highlighted the strategic implications of the partnership, stating, "In addition to bringing talented advisors to our team, this acquisition enables us to meet the growing demand for financial advice in the Phoenix area, a rapidly expanding market. Our mission to deliver the best possible financial guidance to families is at the forefront of this strategy."

The completion of this acquisition on July 31, 2025, is a testification to Wealth Enhancement’s continuous efforts to innovate and adapt within the financial services industry while prioritizing client success and satisfaction. Wealth Enhancement’s dedication to offering personalized financial planning is further solidified by their unique processes, such as the Roundtable™ and UniFi systems, which epitomize their commitment to understanding and serving clients’ individual financial goals.

Since its inception in 1997, Wealth Enhancement has focused on raising standards in wealth management, continuously evolving to meet client needs with specialized knowledge and heightened attention to service. With a rapidly expanding network comprising 152 offices nationwide, the firm stands as a testament to the potential for thoughtful acquisitions to drive growth and enhance client service.

As Wealth Enhancement moves forward, the integration of Manwaring Wealth Management exemplifies how strategic partnerships can create better outcomes for clients, ensuring a brighter financial future for families served by both firms. For clients, the emphasis on personalized service and integrity remains paramount, ensuring their financial journeys are well-managed and transparent.

For ongoing updates about Wealth Enhancement and its services, customers and interested parties can visit their official website at www.wealthenhancement.com. Advisory services will continue to be offered through Wealth Enhancement Advisory Services, LLC, with an emphasis on developing individualized investment strategies that cater to each client’s unique situation.

The growth and development of Wealth Enhancement showcases how partnerships can lead to expanded resources and a commitment to exceptional service, reinforcing their mission to enrich the lives of their clients.