Wealth Enhancement, a leading national independent wealth management firm, has announced a definitive agreement to acquire the Kaminsky-Silverman Group of Shufro Rose in New York, New York. The strategic acquisition adds a highly specialized team managing over $554 million in client assets to Wealth Enhancement’s expanding advisory footprint in the Northeast region.
Modern financial advisory practices operate in an increasingly complex operating landscape. Independent teams frequently encounter significant backend friction, spend management overhead, and operational challenges when balancing client-facing advisory work with routine corporate administration, compliance upkeep, and custom technology scaling. The strategic partnership directly addresses this bottleneck by absorbing the boutique team into Wealth Enhancement’s comprehensive national infrastructure, enabling its advisors to focus specialized attention entirely on managing long-term portfolio growth and financial planning for their clients.
Expanding Specialized Transition Advisory Models
The transaction marks the second major addition for Wealth Enhancement from the historic New York advisory house Shufro Rose in quick succession. The incoming team consists of two senior financial advisors and two client support professionals, collectively bringing more than 50 years of combined industry experience to the unified national platform.
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The integrated advisory practice enhances several core client service modules:
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Life Transition Counseling: Deploys targeted wealth plans engineered to guide women through complex life adjustments and long-term financial shifts.
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Consolidated Wealth Diagnostics: Coordinates independent investment management portfolios alongside comprehensive retirement planning frameworks.
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Unified Tax and Estate Tracking: Integrates asset structuring dynamically with estate preservation and generational tax planning protocols.
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Broad Geographic Execution: Surfaces specialized, high-touch advisory services to clients situated across both the New York metropolitan area and nationwide.
Leveraging Institutional Scale and the Roundtable Architecture
By transitioning from an independent segment of a regional firm to a core addition within a major national platform, the transaction significantly expands the scale of the practice. The acquisition drives Wealth Enhancement’s total projected client advisory, trust, and brokerage assets past the $158 billion threshold, expanding its national network to encompass over 182 offices across the United States.
Upon completion of the workflow transition, the group will gain immediate structural support from Wealth Enhancement’s proprietary Roundtable™ and UniFi enterprise processes. This internal infrastructure loops specialized experts in tax planning, trust management, insurance strategy, and institutional research directly into the localized office workflow, ensuring client wealth plans receive multi-disciplinary optimization without losing the localized touch of their assigned advisor.
Executive Perspectives on Advisory Alignment
“Tonia and Barbara have built a thoughtful practice grounded in personal relationships and trusted advice. Their commitment to serving women through complex life transitions, while also helping individuals and families achieve their financial goals, brings valuable experience to our advisor community. We’re excited to welcome them to Wealth Enhancement,” said Jeff Dekko, Chief Executive Officer of Wealth Enhancement.
“We’re excited about the opportunities this partnership creates and the added value it brings to our clients through Wealth Enhancement’s depth of experience and capabilities. We look forward to joining a team that shares our commitment to thoughtful, independent advice and exceptional client service,” said Tonia L. Kaminsky, Principal & Senior Financial Advisor, and Barbara Silverman, Senior Financial Advisor.
“This partnership reflects our continued focus on aligning with teams that bring a distinctive and specialized client experience. The Kaminsky-Silverman Group has developed a strong reputation in the New York market and beyond, and we see a meaningful opportunity to support and extend that impact as part of our national platform,” said Jim Cahn, Chief Strategy Officer of Wealth Enhancement.
Transaction Closure and Regulatory Onboarding
Specific purchase prices, consideration allocations, and asset valuations of the definitive agreement were not disclosed. DeVoe & Company served as the exclusive financial and M&A strategic advisor to the Kaminsky-Silverman Group throughout the transaction lifecycle.
The transaction is officially scheduled to close in August 2026, subject to standard closing satisfy constraints and necessary regulatory filings. High-net-worth investors, family offices, and corporate clients can monitor integration timelines, review structural asset protections, and explore the firm’s expanded centralized wealth resources through their assigned advisory points of contact.
