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Erica G

CFP®, Series 66

Onalaska, WI

Wealth Enhancement Advisory Services, LLC

Erica Garnhart is a CFP® with 16 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at RBC Wealth Management and U.S. Bancorp Investments, Inc. She also has experience with Scout and Cellar, a direct-to-consumer wine company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management and offers a range of financial planning, asset management, and specialized retirement consulting services.

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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