Wealth Enhancement Partners with Capstone Team to Expand Client Asset Management

Wealth Enhancement Partners with Capstone Team

Wealth Enhancement, a leading independent wealth management firm in the United States, proudly announces its collaboration with the Capstone Team from Capstone Wealth Advisors, LLC. This strategic partnership significantly boosts the firm's client assets to over $102.7 billion, marking a significant milestone in their growth strategy.

Overview of the Partnership

On February 6, 2025, Wealth Enhancement revealed this exciting development, which sees the Capstone Team, a group of highly skilled advisors and support staff, join forces with them. The Capstone Team has demonstrated excellence in managing approximately $618 million in client assets and is led by Senior Financial Advisor Ryan Skogstad.

Jeff Dekko, the CEO of Wealth Enhancement, expressed enthusiasm about the collaboration, stating, "We are thrilled to welcome the Capstone Team to our firm. Our teams have a shared commitment to holistic financial planning and a dedication to meeting the unique needs of each client." This synergy between the two firms promises to enhance the services offered to clients nationwide.

Expertise of the Capstone Team

Founded in 2012, the Capstone Team excels in providing a structured, institution-like approach to individual wealth management. They emphasize a disciplined and defined process, focusing heavily on the planning aspect of financial management. Their services include investment advice, tax strategies, and estate planning tailored to meet the diverse needs of clients ranging from retirees to business owners and professional athletes.

Ryan Skogstad expressed pride in the merger, stating, "The Capstone Team is proud to join forces with Wealth Enhancement. We look forward to leveraging the firm's resources to support our continued growth and enhance our capabilities for our clients, who remain our top priority."

Strategic Vision and Client Commitment

Jim Cahn, Chief Strategy Officer of Wealth Enhancement, highlighted the extensive experience that the Capstone Team brings to the table, noting their industry expertise that spans decades. This growth-oriented mindset aligns seamlessly with Wealth Enhancement's mission, making them a natural fit as partners.

Cahn commented, "The Capstone Team is a seasoned group of advisors with their combined industry experience spanning many decades. Their growth-oriented mindset and commitment to clients makes them a natural fit for Wealth Enhancement, and we are confident this will be a dynamic partnership."

About Wealth Enhancement

Wealth Enhancement has been at the forefront of independent wealth management since its inception. This firm prides itself on enriching the lives of clients through tailored financial planning using innovative processes, such as the Roundtable™ and UniFi methodologies. Operating across 141 locations nationally, Wealth Enhancement continues to raise the standard in wealth management services.

The firm offers personalized financial strategies designed to meet the distinct needs of each client, from investment management to comprehensive financial planning. With a dedication to excellence, Wealth Enhancement aims to craft secure and prosperous futures for its clients.

For more information on their services and corporate ethos, visit www.wealthenhancement.com.

With the addition of the Capstone Team and other strategic acquisitions, Wealth Enhancement has fortified its position as a dominant player in the wealth management space, assuring clients of its commitment to personalized service and effective financial growth.