
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.
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