Wealth Enhancement & Preservation, INC.

Wealth Enhancement & Preservation, Inc. provides continuous investment management and personalized financial planning services to individuals, trusts, estates, charitable organizations, and corporations. Led by Benjamin J. Hill, the firm helps clients determine suitable investment strategies, build diversified portfolios, and plan for retirement. In addition to direct portfolio management, Wealth Enhancement & Preservation offers access to third-party money management programs like Assetmark and SEI. The firm also assists clients with comprehensive or segmented financial planning, covering income, expenses, taxes, insurance coverage, and estate plans. Because the president is also a licensed broker and insurance agent, clients may occasionally receive recommendations to purchase securities or insurance products for separate commissions.