Updated

Updated · Institutional Real Estate, Inc. · Jun 30

Wealth Enhancement Acquires Shufro-Glass Group With $760 Million in Client Assets

Updated

Updated · Institutional Real Estate, Inc. · Jun 30

Wealth Enhancement Acquires Shufro-Glass Group With $760 Million in Client Assets

2 articles · Updated · Institutional Real Estate, Inc. · Jun 30

$760 million in client assets will join Wealth Enhancement under a deal to acquire New York-based Shufro-Glass Group, with closing expected in August 2026.
Gregory D. Shufro and Steven J. Glass lead the team being acquired, which includes 2 advisers and 3 support staff and provides investment management and multi-generational wealth planning.
Upon closing, Shufro and Glass will become equity holders of Wealth Enhancement, extending the national independent wealth manager's footprint in New York.
The group operates within Shufro Rose, a firm founded in 1938, and Nesvold Capital Partners advised Shufro-Glass Group on the transaction.

Sources

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