Wealth Enhancement, a national independent wealth management firm, has partnered with Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana. The addition of Guidance Wealth increases Wealth Enhancement’s total client assets to more than $125.1 billion. Guidance Wealth manages over $165 million in client assets. It is led by Managing Partner John McSorley, Partner and Financial Advisor Michael Griggs, and Director of Operations and Chief Compliance Officer Maureen Teunissen.
Guidance Wealth was founded in 2010 and provides comprehensive financial planning services to individuals, families, and small businesses. The firm’s philosophy centers on helping clients build, protect, and prosper through personalized wealth management and tax preparation. The partnership is designed to support the firm’s continued growth while enabling its advisory team to access expanded resources and capabilities.
The leadership of both organizations noted a strong alignment in values and advisory approach, emphasizing shared commitments to long-term planning, client-first service, and integrated financial support. Wealth Enhancement highlighted the experience of the Guidance Wealth team as a key addition to its national platform, which currently spans over 150 offices across the United States.
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“Guidance Wealth has built a strong reputation for providing thoughtful, client-centered advice and long-term financial guidance. We’re thrilled to welcome this talented team, whose key leaders bring over 60 years of industry experience.”
Jeff Dekko, Chief Executive Officer, Wealth Enhancement
“Joining Wealth Enhancement allows us to elevate the services we provide while staying true to our values. We’re honored to become part of a larger organization that genuinely shares our client-first approach, and we are committed to continuing to earn our clients’ trust every day.”
John McSorley, Managing Partner, Guidance Wealth
“Guidance Wealth shares our wealth management philosophy of delivering integrated services to create a truly holistic client experience. We are confident they will make an excellent partner to our firm.”
Jim Cahn, Chief Strategy Officer, Wealth Enhancement
