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Direct Investment  + Financial Advisory  + M&As  + RIAs & Financial Advisors  + Wealth Management  |  February 11, 2025
Wealth Enhancement Acquires $618M Advisory Team 
Joe Palmisano
By: Joe Palmisano

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 of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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