Wealth Enhancement | Preston Koenig
Finance + Legal Services
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About Us
The Koenig Team at Wealth Enhancement delivers highly coordinated, comprehensive financial planning designed to help clients move forward with confidence. Led by Preston Koenig, the team combines award-winning insight with a warm, collaborative client experience. Each client receives guidance tailored to their goals, complexity, and long-term vision. Preston works alongside a long-tenured team he has partnered with for many years: Helen Johnson, Associate Financial Planner, and Andrea Bevanda, Senior Client Service Manager. Their deep experience working together allows them to deliver a seamless, well-coordinated client experience built on thoughtful analysis, proactive support, and a shared commitment to helping clients achieve meaningful results. Clients of the Koenig Team benefit from a seamless advisory experience strengthened by Wealth Enhancement’s resources including Trust Services and our multidisciplinary Roundtable™ of specialists, that provide access to comprehensive experience and support in Investment management, Financial Planning, Retirement Income Planning, Estate Planning, Tax Strategies, and Risk Management & Insurance. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
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