Wealth Enhancement is acquiring AEGIS Financial, an RIA in Wisconsin with $468m in client assets. AEGIS offers financial, retirement, estate planning, and investment services, aiming to optimize tax strategies. The acquisition is set to close on December 31, 2025, enhancing client opportunities and expanding capabilities.

Wealth Enhancement’s partnership with AEGIS Financial aligns on core values of empowering clients for financial success. The acquisition, advised by Wise Rhino, strengthens Wealth Enhancement’s presence in Wisconsin, aiming to support AEGIS Financial’s team with national resources.

Wealth Enhancement’s recent acquisition of Spectrum Wealth Management and Putman Group adds 14 financial professionals and $182m in client assets to its portfolio. The company operates from 162 offices across the US, continuing its expansion and growth in the wealth management sector.

Read more at Yahoo Finance: Wealth Enhancement to buy independent RIA AEGIS Financial