Wealth Enhancement has agreed to take over the investment advisory operations of Weinand Financial, a registered investment adviser based in Olympia, Washington.
Financial terms of the deal were not disclosed
Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets. Established in 1991, Weinand Financial offers financial planning across retirement and investment matters, reviews of private and public pensions, retirement plan support, and insurance-related advice. The firm holds specific focus in assisting clients nearing retirement, particularly Washington State public employees handling retirement and pension options.
Mike Weinand said: “Wealth Enhancement gives us the ability to bring more resources to the table without losing the personal relationships that have defined our firm. It’s an opportunity to strengthen what we offer clients today while building for the future.” As of 31 July 2026, Wealth Enhancement and its registered investment adviser, Wealth Enhancement Advisory Services, reported $160.1bn in client assets. Weinand Financial had about $644m in client assets as of 11 August 2026.