Your Money with Bruce Helmer

Financial Planning and Advisor Services

A Team You Can Trust
Wealth Enhancement Group is a Minneapolis, Minnesota based financial planning and advisor services firm. We have helped thousands of Minnesotans plan for financial freedom and a comfortable retirement. With a team of well-versed experts in Financial Planning, Investment Management, and maximizing Tax Strategies, Wealth Enhancement Group can help you work toward the life you imagined.

Financial Planning
You can easily be bombarded with countless investment products and numerous financial options. If you are like most people you may find this barrage of choices complicated and frustrating. Our team will assist you with personalized, comprehensive Financial Planning based upon your long-term financial goals to help secure your future.

Retirement Planning
Our team members will address each of your unique concerns, review and recommend appropriate strategies, and provide you with the expert advice needed to help your retirement dreams become reality. Whether you’re in the early stages of Retirement Planning and are not sure how long your money will last or if you are not satisfied with your current investment management service, our team is here to help.

Wealth Enhancement Advisory Services
We provide investment analysis and research, timely portfolio management, detailed reporting, and a comprehensive review of your managed assets. As a registered investment advisor, we offer more options and greater efficiencies in creating and executing your Investment Management strategy. 

Estate Planning
Estate Planning involves all aspects of your life. Therefore, planning for the distribution of wealth is a complicated process. Our team will help you navigate the complexities of taking care of yourself, your causes and those closest to you.