Enhanced Wealth Management is an award-winning, women led advisory team covering multi generational investing. Our family style approach pays particular attention to details, 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 our client’s goals.
Jessica Keus, has over 13 years banking and financial services experience and was recently named as one of the next big names in wealth management by Wealth Professional. Jessica brings a relatable approach to investing to the “NextGen:”
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
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.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.