Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice

This partnership brings the firm's total client assets to more than $131.2 billion.

MINNEAPOLIS, Dec. 16, 2025 /PRNewswire/ -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired Spectrum Wealth Management, an independent RIA, and its affiliated certified public accounting firm, Putman Group, in Irvine, California. The team of one advisor, 14 financial professionals, and five support staff oversees more than $182 million in client assets and is led by Benjamin Ross Putman, CPA, CFP®, CEPA, PFS, CDFA, Founder and Principal, Sanaz Afshar, CPA, Joseph Reese, CPA, and Allan Ottens, CPA.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement, "Spectrum Wealth Management is an impressive and highly credentialed team. We're particularly excited about their deep specialization in tax planning, which is a critical component of our integrated wealth management model."

Spectrum Wealth Management believes that the best financial decisions are made with a complete view of one's financial picture. Founded in 2002, the firm was created to provide clients with holistic wealth management experience in conjunction with its associated tax practice, Putman Group, established in 1991. In addition to financial and tax planning, the firm also offers risk management and investment management services, working closely with business clients and high-net-worth individuals.

Benjamin Ross Putman of Spectrum Wealth Management, said, "We strive to help our clients prosper so they can 'Aspire and Live Life' to the fullest. Joining Wealth Enhancement is the next step in fulfilling and expanding that promise, giving our clients access to even greater resources and support."

Jim Cahn, Chief Strategy Officer of Wealth Enhancement, said, "By welcoming this talented team of financial and tax professionals, we're expanding our firm's presence and capabilities in California. With the addition of Spectrum Wealth Management, Wealth Enhancement now operates 20 advisor offices across the state."

The acquisition of Spectrum Wealth Management closed on December 15, 2025.

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of our clients from our 162 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC. Tax preparation services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®.

Wealth Enhancement and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $128.8 billion in client assets, including $4.4 billion in brokerage assets with Wealth Enhancement Brokerage Services, as of November 30, 2025. Spectrum Wealth Management had approximately $182 million in client assets as of September 30, 2025. With the addition of previously announced acquisitions and with the addition of Spectrum Wealth Management, Wealth Enhancement has more than $131.2 billion in client advisory, trust, and brokerage assets.

Media Contacts  
Hilary Miller
VP Integrated Marketing
hmiller@wealthenhancement.com 

Prosek Partners, on behalf of Wealth Enhancement
pro-wealthenhancement@prosek.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/wealth-enhancement-announces-acquisition-of-spectrum-wealth-management-and-associated-tax-practice-302642511.html

SOURCE Wealth Enhancement