Wealth Enhancement Group, a national independent wealth management firm, has announced the acquisition of Manwaring Wealth Management, an independent registered investment advisor (RIA) based in Gilbert, Arizona. This strategic move adds a new team of two advisors and two support staff to Wealth Enhancement’s network. The Manwaring team, led by founder Joshua Manwaring, oversees more than $164 million in client assets.
Manwaring Wealth Management has been providing financial services since its founding in 2014, with a focus on helping clients build and preserve their financial futures. The firm specializes in a range of key services, including comprehensive financial planning, retirement income strategies, tax planning, and estate planning. This holistic approach aligns well with Wealth Enhancement’s mission to provide clients with a complete financial picture.
A core tenet of Manwaring’s philosophy is empowering clients through education. The team is recognized for its ability to communicate complex financial topics clearly and straightforwardly, enabling clients to participate in their financial decisions actively. This client-centric approach and commitment to clear communication are a strong fit with Wealth Enhancement’s dedication to enriching clients’ lives.
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“For more than two decades, Joshua Manwaring has built an impressive practice where clients are the top priority. His team’s core values and wealth management philosophy align well with our own, making them an ideal partner for Wealth Enhancement.”
Jeff Dekko, Chief Executive Officer of Wealth Enhancement
“This partnership marks a new chapter for our team and clients, allowing us to enhance resources, broaden expertise, and continue delivering the high-touch, personalized service our clients have come to trust. While our name and scale will evolve, our commitment to serving each client with integrity, transparency, and care remains unchanged. We are confident that this partnership will strengthen the long-term financial success of our clients and team.”
Joshua Manwaring, Founder and Wealth Advisor of Manwaring Wealth Management
“Our strategic partnership with Manwaring Wealth Management allows us to add talent and capacity in the greater Phoenix area, a high growth market. This enables us to uphold our commitment of seeking to provide the best possible financial advice to even more families.”
Jim Cahn, Chief Strategy Officer of Wealth Enhancement
