# Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services is a Multi Family Office based in Plymouth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** 505 North Highway 169, Suite 900, Plymouth, MN 55441, United States
- **Founded:** 2001
- **Assets under management:** 128800 (Altss estimate)
- **Website:** wealthenhancement.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-enhancement

## About

Wealth Enhancement Advisory Services is a multi-family office headquartered in Plymouth, United States. Bruce Helmer and David Hess founded it in 2001, and their careers in financial planning underpin the firm’s capital base. It oversees more than $90 billion for affluent families nationwide and integrates investment management, estate and tax planning, and risk mitigation.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Hedge Funds
- Fund of Funds

## People

- Jeff Dekko — CEO

## Questions

### Who runs investment decisions at Wealth Enhancement Advisory Services?

Jeff Dekko serves as CEO and directs national expansion and M&A activity. Bruce Helmer and David Hess remain active as co-founders and advisors.

### How does Wealth Enhancement Advisory Services source proprietary deal flow?

The firm leverages its Vistage partnership and insurance-industry network to reach business owners and executives. It also participates in co-investments with TA Associates and Onex Corporation.

### Is Wealth Enhancement Advisory Services structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office serving affluent families nationwide. External ownership by TA Associates and Onex Corporation adds a sponsor-backed governance layer.

### Does Wealth Enhancement Advisory Services participate in fund commitments or only direct deals?

The firm commits to funds of funds, hedge funds and private equity vehicles while also executing direct co-investments and maintaining ETF exposure.

### What investment stages does Wealth Enhancement Advisory Services typically target?

It covers buyout, early-stage, late-stage and venture capital opportunities across its private equity and credit allocations.

### Does Wealth Enhancement Advisory Services maintain philanthropic structures, and how are they separated?

It runs a charitable matching challenge program. Trust services are housed in a separate South Dakota entity.

## Related profiles

- [Lazard Family Office Partners](https://altss.com/profile/lazard-family-office-partners)
- [Brown Advisory](https://altss.com/profile/brown-advisory)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/wealth-enhancement-advisory-services

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