Broker Check

Finding Your Fit

At Enhance Wealth Advisors®, we plan with a purpose in mind and that purpose is to help you Plan Well to Live Well. Working as your advocate, counselor and partner, we will help you develop a unique roadmap so you may embrace your future with confidence. We strive to enhance your overall quality of life and your outlook towards the future. Our culture of dedicated customer service is driven by our belief that you are unique and deserve our utmost attention. We look forward to forming a true partnership with you and becoming a valued member of your team.

Terry Allen, CFP®, AWMA

Terry Allen, CFP®, AWMA

Planner & Wealth Manager

925-932-8609

925-932-9044

Sophie Freitas

Sophie Freitas

Financial Advisor Assistant

925-932-8609

925-932-9044

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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