#United States #Minneapolis #financial advisory #Wealth Enhancement #Guidance Wealth

Wealth Enhancement Joins Forces with Guidance Wealth

In a significant move that enhances its market position, Wealth Enhancement—a distinguished independent wealth management firm—has announced a partnership with Guidance Wealth. This collaboration will see Wealth Enhancement's total client assets surge to more than $125 billion, following the acquisition of Guidance Wealth's $165 million in managed assets located in Elkhart, Indiana.

A Strategic Alliance for Comprehensive Wealth Management

Founded in 2010, Guidance Wealth has built a commendable reputation for delivering thoughtful and client-centric financial advice. The firm is led by a capable team comprising John McSorley (Managing Partner), Michael Griggs (Partner and Financial Advisor), and Maureen Teunissen (Director of Operations and Chief Compliance Officer). These seasoned professionals bring over 60 years of collective experience in the financial sector, promising to enhance the high-quality service standards Wealth Enhancement is known for.

Jeff Dekko, CEO of Wealth Enhancement, remarked, "Guidance Wealth has earned a strong reputation for providing thoughtful, client-centered advice and long-term financial guidance. We are thrilled to welcome this talented team to our growing family."

The central tenet of Guidance Wealth’s approach is encapsulated in their motto: "build - protect - prosper." This philosophy emphasizes their commitment to improving clients' financial lives through comprehensive wealth management solutions, including tax preparation for individuals, families, and small businesses.

Commitment to Client-Centered Growth

The alliance allows Guidance Wealth to enhance their service offerings while adhering to their core values. McSorley expressed enthusiasm for the partnership, stating, “Joining Wealth Enhancement enables us to elevate the services we provide while staying true to our values. We're honored to be part of a larger organization that genuinely shares our client-first approach.” This sentiment was echoed by Jim Cahn, Chief Strategy Officer of Wealth Enhancement, who stated, “Guidance Wealth shares our wealth management philosophy of delivering integrated services to create a truly holistic client experience.”

Conclusion and Future Prospects

The acquisition, which officially closed on October 31, 2025, marks a robust expansion for Wealth Enhancement. With the addition of Guidance Wealth, they continue to redefine wealth management standards by providing more personalized financial planning through their Roundtable™ and UniFi processes. Wealth Enhancement’s commitment to tailoring financial plans to the unique needs of their clients underpins their aspiration to raise service standards across the industry.

For decades, Wealth Enhancement has successfully crafted a future-oriented approach to wealth management. The integration of Guidance Wealth is expected to further diversify and deepen their service portfolio, unequivocally advancing the financial well-being of their clients nationwide.

For further details about their offerings, visit Wealth Enhancement or contact their marketing communications team.