Wealth Enhancement Opens New Fronts in Kansas, Oregon with Dual Acquisitions
Wealth Enhancement has expanded its national advisory platform through two recently announced acquisitions that collectively add nearly $8 billion in client assets, strengthening its presence in the Pacific Northwest while establishing its first office in Kansas.
The firm announced the acquisition of The H Group and its affiliated practice FocusPoint Solutions, which together oversee more than $6.7 billion in assets. Led by founder Chris Hicks, the businesses are headquartered in Portland, Oregon, with additional offices across the Pacific Northwest and Southwest.
As part of the transaction, FocusPoint Solutions will be integrated into Advisory Solutions Group, a newly formed RIA affiliated with Wealth Enhancement that supports advisors operating outside the firm’s primary advisory entity.
“As we began exploring our next chapter, we grew increasingly excited about what Wealth Enhancement is building,” said Chris Hicks, founder and owner of The H Group. “We feel confident they are the right forward-thinking partner and platform for us to grow and best serve our clients—both now and in the future.”
Separately, Wealth Enhancement acquired a team of six advisors and four support staff from TFB Advisors in Overland Park, Kansas, led by Josh Selzer, Tim Gaigals, and Daniel Dolan, who collectively manage over $1.2 billion in client assets. The group will operate as The Archer Team at Wealth Enhancement.
“Joining Wealth Enhancement allows us to elevate the level of service we provide to our clients by offering a truly comprehensive suite of solutions—from sophisticated tax strategies and estate planning to diversified investment options that leverage national resources,” said Josh Selzer.
The transaction also marks the firm’s entry into Kansas. “With our latest partnership, we have now established our first office location in the state,” said Jim Cahn, Chief Strategy Officer of Wealth Enhancement.
Following the deals, Wealth Enhancement oversees more than $143.8 billion in client advisory, trust, and brokerage assets, including $5.4 billion within Advisory Solutions Group. Houlihan Lokey served as advisor on both transactions.