#USA #Irvine #Investment Management #Wealth Enhancement #Spectrum Wealth Management

Wealth Enhancement Expands Its Footprint Through Acquisition of Spectrum Wealth Management

In a significant move to bolster its operational capabilities and client service offerings, Wealth Enhancement, a national independent wealth management firm, has officially acquired Spectrum Wealth Management, along with its associated tax practice, Putman Group, based in Irvine, California. This acquisition marks a decisive step for Wealth Enhancement as it aims to enrich clients' lives through a more integrated wealth management approach.

Overview of the Acquisition

As of December 2025, the acquisition of Spectrum Wealth Management has brought the total client assets of Wealth Enhancement to a staggering $131.2 billion. This impressive figure is the result of a concentrated effort to offer more comprehensive financial services, particularly in the areas of tax planning and risk management. The Spectrum team comprises one advisor, 14 financial professionals, and five support staff, who collectively oversee more than $182 million of client assets. Leading this team is Benjamin Ross Putman, CPA, CFP®, CEPA, PFS, CDFA, the founder and principal advisor.

Jeff Dekko, CEO of Wealth Enhancement, expressed enthusiasm about the integration of Spectrum's highly credentialed team, noting their special expertise in tax planning, which is essential to Wealth Enhancement's holistic financial model.

About Spectrum Wealth Management

Founded in 2002, Spectrum Wealth Management was established to deliver a holistic wealth management experience tailored to meet diverse client needs. In conjunction with its associated tax practice, Putman Group, formed in 1991, the firm offers an array of services, including but not limited to financial and tax planning, risk management, and investment management services. This dual focus is designed to assist business clients and high-net-worth individuals in achieving their financial goals comprehensively.

Benjamin Ross Putman emphasized the firm's mission of empowering clients to “Aspire and Live Life” to the fullest. Joining forces with Wealth Enhancement is viewed as a pivotal step in enhancing client service through expanded resources and support.

Strategic Insights and Future Goals

With this acquisition, Wealth Enhancement is not only enhancing its suite of services but also widening its presence in California, where it now operates 20 advisor offices. The Chief Strategy Officer, Jim Cahn, remarked that by bringing in this talented pool of financial and tax professionals, Wealth Enhancement will significantly increase its capacity for client engagement and advisory services in the region.

As both firms align their strategic objectives, the combination of Wealth Enhancement’s expansive resources and Spectrum’s focused expertise is anticipated to create unparalleled opportunities for clients. With both companies committed to delivering personalized financial solutions, clients are likely to benefit from a more nuanced understanding of their financial health through integrated planning.

About Wealth Enhancement

Wealth Enhancement has built a solid reputation as an independent wealth management firm dedicated to enhancing clients' lives since its inception in 1997. With a strong emphasis on personalized financial planning and investment management strategies, the firm employs a team-based approach known as Roundtable™ and UniFi processes. These innovative frameworks are designed to go beyond traditional wealth management, allowing for tailored strategies that meet individual client needs.

As of November 30, 2025, Wealth Enhancement proudly reported a portfolio comprising $128.8 billion in client assets and an additional $4.4 billion in brokerage assets. Today's acquisition of Spectrum Wealth Management is expected to further elevate these figures and augment the firm’s overall client advisory, trust, and brokerage assets significantly.

For more information about Wealth Enhancement and its expanded offerings, visit Wealth Enhancement.

Advisory services are offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Securities are offered through Wealth Enhancement Brokerage Services, LLC, a member of FINRA/SIPC. Tax preparation services are offered through Wealth Enhancement Tax Consulting Services, LLC, a subsidiary of Wealth Enhancement Group®.