Wealth Enhancement acquires Wise Wealth

US-based Wealth Enhancement has acquired independent registered investment adviser (RIA) Wise Wealth for an undisclosed amount.

The transaction represents Wealth Enhancement’s 100th acquisition and adds Wise Wealth’s $464m in client assets to its existing portfolio, bringing total client assets to over $125bn.

Wealth Enhancement CEO Jeff Dekko said: “Wise Wealth is a premier, planning-focused firm in the greater Kansas City market that we are grateful to welcome to Wealth Enhancement.

“We look forward to supporting the team so they can continue delivering outstanding service and advice - now with even greater depth and scale.”

Founded in 2007, Wise Wealth operates from offices in Lee’s Summit, Rolla, and Liberty, with a team comprising six advisers and six support staff, led by president and founder Stephen Stricklin.

The company provides tax, financial and legacy planning, investment management, and retirement planning, focusing on retirees and those near retirement.

Stricklin continues to lead the team after the acquisition.

Stricklin said: “Our partnership with Wealth Enhancement represents an exciting milestone for our team and clients.

“Our mission to help clients 'give, serve, and enjoy life' will continue to guide our work, and we are excited to build upon that legacy as the GSEL Team at Wealth Enhancement.”

Wealth Enhancement had $124.5bn in client assets as of 30 September 2025, including $4.1bn in brokerage assets through its Wealth Enhancement Brokerage Services unit.

The firm offers advisory services through Wealth Enhancement Advisory Services, a registered investment advisor that operates 158 offices across the US.

Hue Partners served as advisor to Wise Wealth on the transaction.

Wealth Enhancement chief strategy officer Jim Cahn said: “

By joining forces, we're able to offer the Wise Wealth team access to additional resources - all designed to help clients pursue their goals with confidence.”

"Wealth Enhancement acquires Wise Wealth " was originally created and published by Private Banker International, a GlobalData owned brand.

The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.

View comments