Wealth Enhancement Group of Woodbury

Wealth Enhancement Group of Woodbury is a Financial Planner in Woodbury, MN, located at 796 Bielenberg Dr Suite 101. The firm provides comprehensive wealth management services through a team-based approach, offering solutions in retirement income planning, investment management, risk management and insurance, tax strategies, and estate planning. Their service offerings extend to specialized areas including employee retirement account management, trust services, tax preparation, and business owner consulting. For business clients, they provide guidance for plan sponsors, plan participant education, and employee benefits programs.

The firm employs a Roundtable model where local advisors are supported by a nationwide network of specialists. This structure allows for the creation of detailed, integrated financial plans tailored to individual lifestyles and goals. A key component of their offering is the in-house Wealth Enhancement Trust Services (WETS) team, which acts as an Acting or Directed Trustee to manage complex estate planning goals. The trust team handles responsibilities such as accounting, investing, distributions, tax return filing, and reporting, collaborating with clients' lawyers, accountants, and other professionals to orchestrate trust plans that protect and preserve wealth according to personal wishes.

The organization traces its roots to the mid-1990s, when four Minneapolis-based advisors founded the firm to address the stress and complexity of clients piecing together their own financial management teams. By joining forces, they established a holistic approach to wealth management. Wealth Enhancement Advisory Services, the Registered Investment Advisor arm of Wealth Enhancement, has been recognized as a top Mega RIA on Barron’s 2025 list of Top 100 RIA Firms, marking its seventh consecutive inclusion on this ranking. The firm also received awards from Forbes and USA Today.

The firm holds a perfect 5.00 rating based on customer reviews. The local team in Woodbury leverages this national reputation and extensive resources to deliver exceptional financial guidance to families in the area.

Wealth Enhancement Group of Woodbury combines its local expertise with the extensive resources of a nationally recognized firm to provide trusted financial planning for residents in Woodbury, Minnesota.

Located on Bielenberg Drive, the office sits about 0.6 miles from Topgolf and 0.7 miles from Valley Creek Road and the United States Post Office.

BizScoreAI awarded the firm a perfect 100 out of 100 for Discoverability, ensuring AI crawlers can find every page to recommend the business. The Technical score is also 100 out of 100, confirming the website is secure and indexable for search engines. Additionally, the firm ranks number 1 of 8 Financial Planner businesses that BizScoreAI has scored in Woodbury.