Wealth Enhancement to Acquire the Kaminsky-Silverman Group of Shufro Rose with Over $554 Million in Client Assets

Wealth Enhancement, an independent wealth management firm, has announced its acquisition of the Kaminsky-Silverman Group of Shufro Rose, based in New York. With this acquisition, the firm's total client assets will exceed $158 billion. The Kaminsky-Silverman Group, comprised of two advisors and two support staff, is led by Tonia L. Kaminsky and Barbara Silverman, who together manage over $554 million in client assets.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement, expressed enthusiasm about the acquisition, stating, "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."

The Kaminsky-Silverman Group is recognized for its comprehensive wealth management services, including financial planning, investment management, retirement strategies, and tax and estate planning coordination. With over 50 years of combined experience, the group has established a trusted practice serving clients across the New York metropolitan area and the United States, focusing on thoughtful guidance and long-term financial independence.

Tonia Kaminsky and Barbara Silverman shared their perspective on the partnership, stating, "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."

Jim Cahn, Chief Strategy Officer of Wealth Enhancement, noted the strategic nature of the partnership, emphasizing that it aligns with the firm’s goal of collaborating with teams that offer specialized client experiences. He highlighted the strong reputation of the Kaminsky-Silverman Group in the New York market and the potential for enhanced impact as part of Wealth Enhancement's national platform. The acquisition is expected to close in August 2026, with DeVoe & Company advising the Kaminsky-Silverman Group during the transaction.