Wealth Enhancement Grows Through Acquisition of Wise Wealth, Expanding Client Services

Wealth Enhancement Expands Its Reach with Wise Wealth Acquisition

On November 4, 2025, Wealth Enhancement, a prominent independent wealth management firm based in Minneapolis, announced it has completed the acquisition of Wise Wealth, an independent Registered Investment Advisor (RIA) with extensive operations in Missouri. This strategic move not only brings over $464 million in client assets under Wealth Enhancement's umbrella but also reinforces its commitment to enriching client lives. The acquisition marks a significant milestone, being the firm's 100th acquisition to date and pushing its total client assets beyond $125 billion.

A New Partnership

Wise Wealth, founded in 2007, is recognized for its education-centric approach to financial planning, heavily focused on comprehensive services for retirees and pre-retirees. The firm operates under the guiding philosophy of ‘First Wisdom, Then Wealth’, creating tailored solutions like tax and legacy planning alongside investment management and retirement strategies. The leadership team includes Stephen Stricklin, CFP®, CKA®, who is not only the president and founder but also a driving force behind Wise Wealth's success.

Jeff Dekko, Wealth Enhancement's CEO, expressed enthusiasm about the new addition, stating, "Wise Wealth is a premier, planning-focused firm in the greater Kansas City market that we are grateful to welcome to Wealth Enhancement. We look forward to supporting the team so they can continue delivering outstanding service and advice - now with even greater depth and scale."

Service Enhancement for Clients

This acquisition is expected to significantly enhance the service offerings available to existing Wise Wealth clients while enabling them to tap into a larger resource network. The integration should allow for improved service delivery as Wealth Enhancement leverages its existing framework and expertise to assist clients in achieving their financial goals more efficiently.

Stephen Stricklin echoed this sentiment, stating, "Our partnership with Wealth Enhancement represents an exciting milestone for our team and clients. Our mission to help clients 'give, serve, and enjoy life' will continue to guide our work, and we are excited to build upon that legacy as the GSEL Team at Wealth Enhancement."

Both companies have shared a philosophy centered around client-first service, which underscores why this partnership is seen as a natural fit. Jim Cahn, Chief Strategy Officer at Wealth Enhancement, emphasized that joining forces with Wise Wealth not only enhances service offerings but also opens up new avenues for existing clients to pursue their financial aspirations confidently.

Closing the Deal

The acquisition officially closed on October 31, 2025, with Wise Wealth having sought advice on the transaction from Hue Partners. With this acquisition, Wealth Enhancement reinforces its position as a leading provider of personalized financial planning and investment management services across the nation and affirms its ongoing commitment to enhancing the lives of clients.

As firms like Wealth Enhancement continue to grow and merge, they increasingly shape the landscape of financial services, driving competition and improving standards for client care in the industry. This strategic acquisition is yet another testament to Wealth Enhancement's dedication to excellence and growth within the financial advisory sector.

For more detailed information about Wealth Enhancement and its wide range of services, interested parties can visit their website at Wealth Enhancement.