This partnership marks Wealth Enhancement's 11th location in Texas and brings the firm's total client assets to more than $107.5 billion.
MINNEAPOLIS, March 28, 2025 -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, has announced the acquisition of XO Wealth Management, an independent RIA in Dallas, Texas. The team of three advisors and three support staff oversees more than $516 million in client assets and is led by Matthew Fuller, Founder & Managing Director, Stephen Valelly, Managing Director, and Carl Carlos, First Vice President.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, "Since 2016, the XO Wealth Management team has shown an unwavering commitment to helping their clients pursue their financial goals. We are honored that XO Wealth Management has chosen to partner with Wealth Enhancement to further grow their practice."
XO Wealth Management provides comprehensive wealth management offerings to their clients including financial planning, wealth preservation, and risk management. The team has 100+ years of combined experience and specializes in working with high-net-worth and ultra-high-net-worth clients, entrepreneurs, and business owners. XO Wealth Management crafts personalized plans designed to optimize their clients' wealth today and ensure endurance for future generations.
Matthew Fuller, Founder & Managing Director of XO Wealth Management, said, "We are excited to team with Wealth Enhancement, a nationally recognized firm in the industry. Joining forces allows us access to resources that will enable us to expand the capabilities we can offer to our clients."
Jim Cahn, Chief Strategy Officer of Wealth Enhancement, said, "The team at XO Wealth Management has built an impressive practice, and we look forward to the mutual collaboration to come. We're excited to expand our footprint in Texas, one of the nation's fastest growing markets."
XO Wealth Management will operate as the XO Team and the Skyline Team at Wealth Enhancement.
Williams Private Wealth Advisory & Consulting served as advisor to XO Wealth Management in the deal.
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 146 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. Certain investment advisor representatives of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement® and WEAS are separate entities from LPL.
Wealth Enhancement and its Registered Investment Advisor, Wealth Enhancement Advisory Services, had $107.5 billion in client assets, including $4 billion of brokerage assets held at LPL Financial, as of February 28, 2025. XO Wealth Management had approximately $516 million in client assets as of September 29, 2024.
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