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Direct Investment  + Financial Advisory  + M&As  + RIAs & Financial Advisors  + Wealth Management  | 
Wealth Enhancement Acquires $618M Advisory Team 

Wealth Enhancement Acquires $618M Advisory Team 

Wealth Enhancement has acquired the Capstone Team from Capstone Wealth Advisors, LLC, a $618 million advisory group with offices spanning the Pacific Northwest.  

Founded in 2012, the Capstone Team offers investment, tax, and estate planning services for retirees and business owners to professional athletes. The team of six advisors and five support staff is led by Ryan Skogstad, senior financial advisor. 

Jeff Dekko, CEO of Wealth Enhancement, said, “We are thrilled to welcome the Capstone Team to our firm. Our teams have a shared commitment to holistic financial planning and a dedication to meeting the unique needs of each client.” 

With the addition of previously announced acquisitions and the Capstone Team from Capstone Wealth Advisors, LLC, Wealth Enhancement has more than $102.7 billion in client, advisory, trust, and brokerage assets. 

Connect Money will spotlight rising stars who have made a valuable contribution to the wealth management industry. Based on your nomination, we will recognize professionals who have significantly influenced both the workplace and community. The deadline is February 26. Click here to submit your nominations. 

Read More News Stories About: Wealth Enhancement Group
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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.