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Jason Z

Series 63, Series 65

Novato, CA

Wealth Enhancement Advisory Services, LLC

Jason Zahorenko is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Equius Partners, Inc. for 16 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Lachlan M

Series 65

Novato, CA

Wealth Enhancement Advisory Services, LLC

Lachlan Mac Lean is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and eight years of industry experience. His career includes six years at Equius Partners and one year at Nitro Software, Inc. He is currently based in Novato, California. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and offers diversified investment approaches that combine passive and active management with quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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David W

Series 65

Novato, CA

Wealth Enhancement Advisory Services, LLC

David Wootton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 14 years of industry experience. He previously worked at Equius Partners, Inc. for 11 years before joining Wealth Enhancement Advisory Services. He serves as a board member for Buckelew Programs, Inc., a nonprofit organization based in Novato, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a mix of passive and active investment strategies guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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