AMR Team - Wealth Enhancement

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 comp

any chartered under South Dakota law. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.

Retirement planning calls for a series of checkpoints along the way. Each phase brings different priorities, opportuniti...
06/03/2026

Retirement planning calls for a series of checkpoints along the way.

Each phase brings different priorities, opportunities, and questions to consider.

This timeline highlights what to review at each stage so you can stay aligned with your goals.

06/01/2026

'Sell in May and go away' sounds smart — until it isn't. 📉 Here's why timing the market is harder than it looks, and what actually works for long-term investors.
Watch the full episode here: https://youtu.be/VcCIFWyUKsE

Hi friends and followers. We are hosting a pickleball event at Island Pickle in Mashpee on Friday, June 5 from 10am-noon...
06/01/2026

Hi friends and followers. We are hosting a pickleball event at Island Pickle in Mashpee on Friday, June 5 from 10am-noon. We have a few spots left. Want in on the fun? Drop an email to [email protected]

05/28/2026

Despite war, inflation, and a slowing economy, long term fundamentals still matter
Our current fair value estimate for the S&P 500 points to meaningful upside, driven by continued earnings growth
Here is the thinking behind it.
🎥 Watch the full video here: https://youtu.be/GvOdpsjt01Y?si=iM16AMPuaI5Plkxv

Retirement planning isn’t one-size-fits-all, but there are key milestones that tend to come up along the way. From build...
05/27/2026

Retirement planning isn’t one-size-fits-all, but there are key milestones that tend to come up along the way.

From building your foundation in your 40s to refining your strategy in your 50s and preparing for transition in your 60s, each decade brings different planning priorities.

Understanding what to focus on can help you make more informed decisions over time.

Today, we pause to remember and honor the men and women who gave their lives in service to our country.We are grateful f...
05/25/2026

Today, we pause to remember and honor the men and women who gave their lives in service to our country.

We are grateful for their sacrifice, their courage, and the freedoms they helped protect. As we reflect with gratitude, we also recognize the families who carry their legacy forward.
In observance of Memorial Day, our offices will be closed. We will resume regular business hours the following business day.

Wishing you a meaningful day of remembrance.

Our team is honored to have been named to ’ list of 5-Star Wealth Management Teams. We are incredibly grateful to our cl...
05/22/2026

Our team is honored to have been named to ’ list of 5-Star Wealth Management Teams. We are incredibly grateful to our clients for the trust they place in us every day, and to my colleagues at Wealth Enhancement for their continued partnership and support. It’s a privilege to do work that helps individuals and families plan for their futures with confidence.

Awarded 5/12/26 for the ranking year 2026.

05/21/2026

How are we positioning portfolios right now
Less high yield
Less small cap exposure
More high quality, large cap names tied to long term growth, especially in the AI economy
It is about being proactive, not reactive.
🎥 Watch the full video here: https://youtu.be/GvOdpsjt01Y?si=iM16AMPuaI5Plkxv

05/20/2026

📘 Facebook Post
Ever wish you could ask a financial advisor your toughest money questions?
In this episode of Something More with Chris Boyd, we open the mailbag and tackle real questions from clients and listeners, including:
✅ What to do if you accidentally put too much into a Roth IRA
✅ How 1031 exchanges really work (and the rules you need to follow)
✅ Smart strategies if you’re getting close to retirement and feel behind
These are real-life situations—and the answers could help you avoid costly mistakes and make smarter decisions.
👉 Take a listen and see if one of these questions sounds like something you’ve been wondering about!
https://youtu.be/9cvaEMhniMA

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1575 Iyannough Road, Suite 1A
Hyannis, MA
02601

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

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+18667718901

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