Wealth Enhancement Buys $554 Million Kaminsky-Silverman Group as New York Expansion Lifts Assets Above $158 Billion
Updated
Updated · citybiz · Jul 2
Wealth Enhancement Buys $554 Million Kaminsky-Silverman Group as New York Expansion Lifts Assets Above $158 Billion
1 articles · Updated · citybiz · Jul 2
Summary
Wealth Enhancement agreed to acquire the Kaminsky-Silverman Group of Shufro Rose, adding about $554 million in client assets in a deal expected to close in August 2026.
The purchase deepens Wealth Enhancement’s New York presence and brings in two advisors and two support staff led by Tonia Kaminsky and Barbara Silverman, whose practice focuses on long-term planning and women facing major financial transitions.
After the deal closes, the independent wealth manager said it expects to oversee more than $158 billion in advisory, trust and brokerage assets, up from $156.3 billion reported as of May 31.
The transaction fits Wealth Enhancement’s acquisition strategy of adding established advisory teams with specialized expertise while folding them into a national platform spanning more than 182 offices.