Enhanced Wealth Management is an award-winning, women led advisory team specializing in multi-generational investing. Our family style approach pays particular attention to details, focusing on client service along with tax, retirement, and estate planning.
Laurie Bonten, has over 30 years investment experience and is one of the top advisors in the industry. The only female named to the Hall of Fame for Wealth Professionals; she brings a long-term approach to achieving her client’s goals.
Spencer Vermette, a bright and ambitious investment advisor, brings a fresh perspective and a deep understanding of the financial industry. Her expertise extends not only to seasoned investors, but also to those newer to the world of finance.
Our Services
Our services encompass a diverse range of financial solutions designed to meet your unique needs. From investment management strategies to wealth management and retirement planning, our comprehensive offerings ensure your financial well-being today and secure your future.
Generational Wealth Planning
Our strategies are designed to establish and safeguard wealth for the benefit of multiple family generations. We employ a comprehensive approach, incorporating investment, estate and tax planning strategies to ensure the efficient and responsible transfer of assets, ultimately securing the financial well-being of heirs.
Holistic, Independent Wealth Advice
Our advisors are entrepreneurs who value an independent approach to investing and wealth management. Their years of expertise, consistency, stability, and trust allow for a comprehensive perspective of financial management that always puts clients first.
Forward-Thinking Solutions
We customize our solutions to your individual circumstances, providing you with both immediate peace of mind and long-term security.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice-Based Platform
A holistic approach that provides advice from a wealth manager who meets high industry standards.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
