Wealth Enhancement Buys Wise Wealth
Wealth Enhancement has acquired Wise Wealth, an independent RIA with locations in Lee’s Summit, Rolla, and Liberty, Missouri. The team of 12 professionals, including six advisors and six support staff, oversees more than $464 million in client assets and is led by Stephen Stricklin, president and founder.
Jeff Dekko, chief executive officer of Wealth Enhancement, said, “Wise Wealth is a premier, planning-focused firm in the greater Kansas City market that we are grateful to welcome to Wealth Enhancement. We look forward to supporting the team so they can continue delivering outstanding service and advice – now with even greater depth and scale.”
Founded in 2007, Wise Wealth is known for its education-based approach to financial planning, operating under the guiding principle, ‘First Wisdom, Then Wealth.’ The firm specializes in comprehensive wealth management services, including financial planning, tax planning, legacy planning, investment management, and retirement planning, with a primary focus on serving retirees and pre-retirees.
Stephen Stricklin of Wise Wealth, said, “Our partnership with Wealth Enhancement represents an exciting milestone for our team and clients. Our mission to help clients ‘give, serve, and enjoy life’ will continue to guide our work, and we are excited to build upon that legacy as the GSEL Team at Wealth Enhancement.”
Jim Cahn, chief strategy officer of Wealth Enhancement, said, “Stephen Stricklin has built an exceptional practice that embodies the same client-first philosophy we value deeply. By joining forces, we’re able to offer the Wise Wealth team access to additional resources – all designed to help clients pursue their goals with confidence.”
The acquisition of Wise Wealth closed on October 31, 2025. Wise Wealth was advised by Hue Partners on the transaction.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
