Wealth Enhancement announced the acquisition of Sherpa Wealth Strategies, a hybrid registered investment advisor based in Bend, Oregon, with more than $108 million in client assets. The transaction brings Wealth Enhancement’s total client advisory, trust, and brokerage assets to more than $148.2 billion.
Sherpa Wealth Strategies was founded in 2011 and is led by Founder Brian Stallcop, CFP®. The firm provides financial planning and wealth management services focused on retirement planning, tax-efficient strategies, wealth preservation, and legacy planning.
Wealth Enhancement said Sherpa Wealth Strategies has developed a holistic “Financial Empowerment Journey” approach centered on personalized guidance and ongoing coaching for high-net-worth individuals, families, and business owners.
The acquisition closed on April 30, 2026.
Wealth Enhancement operates as an independent wealth management firm providing financial planning and investment management services through more than 185 offices nationwide. The company said it continues expanding its platform through acquisitions and advisor partnerships.
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“Sherpa Wealth Strategies has built its reputation on trust, transparency, and decades of experience, which makes us especially proud to partner with them. As we continue to grow, preserving and strengthening our culture remains a top priority, and we’re confident the Sherpa team will be a great fit within our community.”
Jeff Dekko, Chief Executive Officer, Wealth Enhancement
“This partnership marks an important milestone in our evolution and the long-term vision we’ve built for Sherpa Wealth Strategies. We are excited about this step forward for our team and our clients, who will benefit from a broader ecosystem of specializations while continuing to receive comprehensive guidance.”
Brian Stallcop, Founder, Sherpa Wealth Strategies
“Sherpa Wealth Strategies exemplifies the sophisticated, planning-centered advice we look for in our partners. As they join our platform, we’re excited to equip their team with the resources that will enhance the client experience while keeping what makes them unique.”
Jim Cahn, Chief Strategy Officer, Wealth Enhancement
