Wealth Enhancement Advisory Services Overview

General Information

Wealth Enhancement Advisory Services is a multi-family office headquartered in Plymouth, United States. Founded in 2001 by financial advisors Bruce Helmer and David Hess whose careers in financial planning underpin the firm’s capital base, it oversees more than $90 billion for affluent families nationwide, integrating investment management, estate and tax planning, and risk mitigation—delivering collaborative, evergreen wealth stewardship.