On July 7, 2026, Wealth Enhancement announced its acquisition of WealthShield Partners.
Wealth Enhancement (“Wealth Enhancement”) announced, on July 7, 2026, that it had acquired WealthShield Partners (“WealthShield Partners”). As of July 1, 2026, WealthShield Partners managing director Robert Leggett had moved his registration to Wealth Enhancement. Further terms of the deal were not disclosed.
Wealth Enhancement, based in Plymouth, Minnesota, is a registered investment adviser providing wealth management, financial planning, investment management, estate planning and related advisory services to its clients. Wealth Enhancement oversees approximately $158 billion in client assets.
WealthShield, based in Cary, North Carolina, is a registered investment adviser that provides asset management, financial planning and risk management services to individuals, businesses and high-net-worth clients. WealthShield oversees approximately $1.3 billion in client assets.
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