Wealth Enhancement Group of Washington

Wealth Enhancement Group of Washington is a Financial Planner in Washington, DC. The firm provides comprehensive wealth management services through a team-based approach, where local advisors are backed by specialists in tax, estate planning, retirement, and other areas. Core services include retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Additional specialized solutions cover employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, the firm offers guidance for plan sponsors, plan participant education, and employee benefits programs. The firm operates under the broader Wealth Enhancement organization, which has been dedicated to delivering team-based financial planning for over 25 years.

The firm’s approach is described as plan-led investing, where investments serve the client’s life. The process involves listening to understand goals and priorities, crafting an integrated financial plan backed by a team of specialists, and guiding the client to build wealth with flexibility. This collaborative model is referred to as the Roundtable, a diverse set of financial specialists and advisors working together. Wealth Enhancement was founded in 1997 by four Minneapolis-based advisors who wanted to provide a team approach. The firm has grown to operate in 36 states with over 150 offices nationwide. It is recognized as one of the Top Mega RIAs in the 2025 Barron’s Top 100 RIAs rankings, marking its seventh consecutive inclusion on this list. The firm also received recognition from Forbes and USA Today for its performance during the specified evaluation periods.

The location is situated on West Broad Street in Washington, DC. The business holds a rating of 5.00 based on customer reviews. This positive rating reflects the experience of the clients who have shared their feedback. The firm’s standing in the financial planning category in Washington, DC, is supported by its long history of team-based service and its national recognition for wealth management excellence.

Services:

• Comprehensive Wealth Management
• Estate Planning
• Investment Management
• Retirement Income Planning
• Tax Strategies