Wealth Enhancement has announced another acquisition, in a busy week for M&A for the national wealth management firm.
Following its acquisition of a $476 million hybrid RIA in Utah and a $182 million firm in California, the firm says it plans to acquire AEGIS Financial, a Wisconsin-based registered investment advisor, further increasing its scale and regional presence and lifting Wealth Enhancement’s total client assets beyond $132.2 billion.
Wealth Enhancement says the agreement brings on board AEGIS Financial’s offices in Oshkosh, Appleton, and Milwaukee, along with five advisors and 10 additional team members who collectively oversee more than $468 million in client assets. AEGIS Financial is led by its president, William Bowman, CPA.
“This partnership opens the door to expanded capabilities and new opportunities for our clients,” says Bowman. “Our firm and Wealth Enhancement share the same core values and are equally committed to the mission of empowering clients to achieve their financial goals for generations to come.”
Established in 1993, AEGIS Financial provides a broad range of services, including financial and retirement planning, tax strategies, estate planning, wealth transfer solutions, and investment management. The firm focuses on building long-term, tax-efficient strategies for individuals, families, and business owners.
“We are proud to welcome the AEGIS Financial team to Wealth Enhancement,” says Jeff Dekko, chief executive officer of Wealth Enhancement. “AEGIS Financial brings nationally recognized expertise, demonstrated by William Bowman’s inclusion on the Forbes Best-In-State Wealth Advisors list in Wisconsin for five consecutive years, a testament to the exceptional quality of their practice.”
Jim Cahn, Wealth Enhancement’s chief strategy officer, said Wisconsin has become an important growth market since the firm entered the state in 2018. He added that the addition of AEGIS Financial strengthens the company’s ability to support clients in the region through a larger national platform.
The transaction is expected to close on December 31, 2025. Wise Rhino served as advisor to AEGIS Financial on the deal.
Wirehouse vets target founders navigating liquidity events with a new fiduciary firm in San Francisco.
Hightower Signature Wealth's Andrew Connors argues proactive life planning conversations can transform client relationships and create more fulfilling retirement outcomes.
The Massachusetts Democrat is demanding answers from the White House as the trust fund insolvency date accelerates and benefit cuts loom for retirees.
Saba pushed; the justices pushed back - and the SEC keeps the gavel.
Survey of near-retirees and retirees finds widespread anxiety about drawing down savings, with a clear confidence boost for those who plan ahead.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
