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AMR Team - Wealth Enhancement Your goals are our goals. We are a registered investment advisor who understands our clients’ needs.

Our dedicated team supports client needs with personalized, ethical attention. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust company chartered under South Dakota law. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.

Convenience can make it tempting to reuse passwords across multiple accounts, but doing so may increase the risk of unau...
10/15/2026

Convenience can make it tempting to reuse passwords across multiple accounts, but doing so may increase the risk of unauthorized access if one account is compromised.

Strong, unique passwords and multi-factor authentication can provide additional layers of protection for your personal and financial information.

As technology continues to evolve, regularly reviewing account security settings can be an important part of protecting your digital life.

If you have questions about safeguarding sensitive financial information, our team is always here to help guide you toward trusted resources and best practices.

Tax planning is more than a year-end task, but October can be a useful time to consider potential opportunities before D...
10/13/2026

Tax planning is more than a year-end task, but October can be a useful time to consider potential opportunities before December 31.

A thoughtful review now can help identify which planning considerations may fit your financial situation.

Life's demands can make it easy to focus on what's next instead of what's needed right now.This World Mental Health Day,...
10/11/2026

Life's demands can make it easy to focus on what's next instead of what's needed right now.

This World Mental Health Day, consider setting aside time to recharge, connect with loved ones, and prioritize your well-being.

A healthy future includes both financial confidence and personal well-being.

As more of our personal and financial lives move online, cybersecurity has become an important part of protecting long-t...
10/08/2026

As more of our personal and financial lives move online, cybersecurity has become an important part of protecting long-term financial well-being.

Cybercriminals often rely on urgency, fear, or familiarity to gain access to sensitive information through emails, text messages, and phone calls that appear legitimate.

Taking a moment to verify requests, confirm the sender, and avoid clicking unfamiliar links can help reduce the risk of fraud and identity theft.

A proactive approach to cybersecurity can be just as important as other measures taken to help safeguard your financial future.

10/07/2026

Is the stock market expensive, or are we looking at it the wrong way?

Many market discussions begin and end with the P/E ratio. In our latest episode of Something More with Chris Boyd, we explain why that single number may not provide enough information to determine whether stocks are attractively valued.

We look at the bigger picture, including interest rates, earnings expectations, credit conditions, market concentration, and the growing influence of technology and semiconductor companies.

We also discuss why a market correction may be more likely today, what that could mean for long-term investors, and how portfolios may be positioned to manage risk without giving up all their potential upside.

Listen to “Is the Stock Market Expensive? A Better Way to Measure Value” for a thoughtful and practical look at today’s market. https://youtu.be/ioc-q22KgHw 

Cybersecurity is more important than ever, especially as scammers use increasingly sophisticated tools, including AI, to...
10/06/2026

Cybersecurity is more important than ever, especially as scammers use increasingly sophisticated tools, including AI, to make fraud attempts look more convincing.

Fortunately, protecting yourself doesn't have to be complicated. A few small habits today may go a long way toward protecting your personal and financial information tomorrow.

When was the last time you reviewed your online security habits?

10/01/2026

If you inherited a family home tomorrow, would you know what to do with it?

Many people assume an inheritance is straightforward, but inherited property and retirement accounts often come with important tax rules, financial decisions, and family considerations.

In this episode, Russ Ball and Luke Bagley discuss:
What happens when multiple family members inherit a property
When selling an inherited home may make sense
Why cost basis matters more than many people realize
Important inherited IRA rules to understand
Ways to avoid common financial mistakes during a difficult time

If you've inherited assets, expect to someday, or simply want to help your family prepare, this is a conversation worth hearing.
Listen now and let us know your thoughts.

If you inherited a family home tomorrow, would you know what to do with it?

Many people assume an inheritance is straightforward, but inherited property and retirement accounts often come with important tax rules, financial decisions, and family considerations.

In this episode, Russ Ball and Luke Bagley discuss:
What happens when multiple family members inherit a property
When selling an inherited home may make sense
Why cost basis matters more than many people realize
Important inherited IRA rules to understand
Ways to avoid common financial mistakes during a difficult time

If you've inherited assets, expect to someday, or simply want to help your family prepare, this is a conversation worth hearing.
Listen now and let us know your thoughts.
If you inherited a family home tomorrow, would you know what to do with it?

Many people assume an inheritance is straightforward, but inherited property and retirement accounts often come with important tax rules, financial decisions, and family considerations.

In this episode, Russ Ball and Luke Bagley discuss:
What happens when multiple family members inherit a property
When selling an inherited home may make sense
Why cost basis matters more than many people realize
Important inherited IRA rules to understand
Ways to avoid common financial mistakes during a difficult time

If you've inherited assets, expect to someday, or simply want to help your family prepare, this is a conversation worth hearing.
Listen now and let us know your thoughts.
https://youtu.be/2Avhb8Z83Lc

Large investment gains can be a positive development, but they may also create additional risk.When one stock, property,...
09/21/2026

Large investment gains can be a positive development, but they may also create additional risk.

When one stock, property, or business interest represents a significant portion of your wealth, concern about capital gains taxes can make diversification feel more complicated.

Reviewing the potential tax impact alongside your risk tolerance, income needs, and long-term goals can help create a more coordinated approach.

09/16/2026

What do NFL contracts have to do with your personal financial plan?

More than you might think.

In the latest episode of Something More with Chris Boyd, Chris Boyd, Luke Bagley, Russ Ball, and Brian Regan talk football, player contracts, salary caps, and the challenge of turning a short period of high earnings into lasting financial security.

The conversation also brings those lessons back to everyday life. Most of us will never sign a professional sports contract, but we all experience changing financial seasons. Raising children, paying for college, reaching peak earning years, and preparing for retirement each bring different opportunities and pressures.
The central lesson is simple: enjoy today, plan for tomorrow, and try not to build a lifestyle that depends on your best financial years lasting forever.

Listen to Football and Finance: Making the Most of Your Earning Window for a fun and practical conversation about playing the long game with your money.
https://youtu.be/e3UO80Hyxls

I’m pleased to share that Wealth Enhancement has once again been recognized among the nation’s leading RIA firms. Wealth...
09/15/2026

I’m pleased to share that Wealth Enhancement has once again been recognized among the nation’s leading RIA firms. Wealth Enhancement Advisory Services (WEAS) was named the #7 Mega RIA on Barron’s 2026 Top 100 RIA Firms ranking, marking the firm’s eighth consecutive year on this list.

This achievement reflects the dedication of our team and the trust our clients place in us every day. I’m grateful to be part of an organization committed to helping clients plan for what matters most, and thankful for the colleagues and clients who make that work so rewarding.

You can read more about the recognition here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-advisory-services-ranked-7-mega-ria-barrons-2026-top-100-ria-firms-list

Address

1575 Iyannough Road, Suite 1A
Hyannis, MA
02601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18667718901

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