Wealth Enhancement Group of Boise

Wealth Enhancement Group of Boise is a Financial Planner in Boise, ID, located at 877 West Main Street. The firm provides financial management, advisory, and retirement planning solutions to clients in the greater Boise area. Its team of financial professionals specializes in six core areas of wealth management, including building financial foundations, legacy planning, and effective tax planning. Beyond standard financial planning, the Boise team helps clients manage complex wealth considerations through internal specialists and trusted partners. The firm serves a diverse range of clients, including individuals, families, retirees, and business owners, assisting them through major financial transitions such as retirement, career changes, and inheritance planning. It holds a 5.00 rating based on 1 customer review.

The Boise office operates as part of Wealth Enhancement, an independent firm founded in the mid-1990s by four Minneapolis-based advisors. The firm utilizes a team-based approach called the Roundtable, which connects local advisors with a nationwide network of specialists to craft comprehensive financial plans. The Roundtable team includes professionals with designations such as CFP, CPA, JD, MBA, CFA, ChFC, RFC, CRPC, and MBA. All advisors in Boise are licensed fiduciaries who act in their clients' best interests. The firm offers a complimentary Wealth Blueprint analysis for prospective clients, which provides a clear picture of their current financial situation, three retirement scenarios, and portfolio recommendations. The firm does not sell proprietary products and uses a fee-based relationship structure.

For estate planning, the firm offers full-service in-house trust services through Wealth Enhancement Trust Services (WETS). The trust team includes members with JD, MBA, and Certified Trust and Fiduciary Advisor credentials. They administer revocable, irrevocable, directed, discretionary, special needs, charitable, and dynasty trusts. The team handles accounting, investing, distributions, tax return filing, and reporting, serving as either a Directed Trustee or a Traditional Trustee. The firm also provides employee benefits programs for businesses, acting as consultants for group life, health, disability, and retirement plans.

Wealth Enhancement Group of Boise is recognized for its positive customer rating, reflecting the trust clients place in its fiduciary advisors and team-based planning approach. As an SEC registered investment advisory firm, it maintains a strong reputation for integrity and personalized service in the Boise financial community.

Rooted in a fiduciary duty to act in clients' best interests, Wealth Enhancement Group of Boise delivers personalized wealth management and trust services to help Boise residents secure their financial futures.

The office sits on West Main Street, just steps from Grove Plaza Park and near North 9th Street.

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