#United States #Minneapolis #Financial Services #Wealth Enhancement #Ascent Private Wealth

Wealth Enhancement Partners with Ascent Private Wealth

Wealth Enhancement, a prominent national independent wealth management firm, has recently declared its partnership with Ascent Private Wealth, a hybrid Registered Investment Advisor (RIA) located in Spartanburg, South Carolina. This collaboration is set to enhance Wealth Enhancement's client assets, bringing the impressive total to over $132.7 billion. The Ascent team, which includes two dedicated advisors and one support staff member, is responsible for managing more than $240 million in client assets, underscoring the depth of expertise they bring to the partnership.

Jeff Dekko, the CEO of Wealth Enhancement, expressed his enthusiasm about the collaboration, stating, "Our partnership with Ascent Private Wealth reflects our enduring commitment to align with firms that share our values and client-centric approach. We eagerly anticipate the wealth of experience that the Ascent team contributes, particularly in supporting business owners and addressing the intricate challenges of managing generational wealth."

Founded in 2002, Ascent Private Wealth is renowned for its personalized approach to financial guidance, encompassing all aspects of generational wealth accumulation. Their comprehensive expertise extends to business and succession planning, investment management, and estate strategies. With a robust clientele primarily comprised of business owners and entrepreneurs, Ascent is dedicated to collaborating with families to create, preserve, and manage their wealth across generations.

Steve Ford, a Private Wealth Advisor at Ascent Private Wealth, emphasized the firm's unwavering priority: "Our mission has consistently been to serve our clients with excellence. After careful consideration over several months, we concluded that Wealth Enhancement was the ideal strategic partner for our firm. Not only do they represent a perfect cultural match, but they also provide the scale, resources, and innovative outlook that will enhance our services significantly."

Additionally, Jim Cahn, Chief Strategy Officer at Wealth Enhancement, mentioned, "Joining forces with Steve Ford and his talented team not only extends our reach and influence in the Southeast — marking our fourth operational site in South Carolina — but also strategically positions us for continued expansion in this important region. We are confident that Ascent Private Wealth will prove to be an outstanding partner."

The merger is expected to take effect on December 31, 2025, marking a significant milestone for both firms. The advisory firm Williams Private Wealth Advisory and Consulting has played a key role as the advisor to Ascent Private Wealth during this strategic transition.

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm known for its relentless dedication to improving the lives of its clients. With a focus on refining the art of personalized financial planning, their approach goes beyond traditional methods, utilizing innovative techniques such as their unique Roundtable™ and UniFi processes. The firm proudly offers tailored financial plans and investment management services that cater to the distinctive needs of clients across the nation, operating from over 160 offices and continually growing since its inception in 1997. Wealth Enhancement sets the standard for wealth management, providing specialized knowledge and attentive service that enables clients to shape their financial futures successfully.

As of November 30, 2025, Wealth Enhancement and its Registered Investment Advisor, Wealth Enhancement Advisory Services, reported a total of $128.8 billion in client assets, which included $4.4 billion in brokerage assets with Wealth Enhancement Brokerage Services. The acquisition of Ascent Private Wealth is expected to significantly bolster their assets, ensuring the firm remains a leader in the wealth management sector.

For more information, please visit Wealth Enhancement's official website.