Wealth Enhancement has acquired the investment advisory business of Miramar Capital, an independent registered investment advisor based in Northbrook, Illinois. Miramar Capital is led by founders and senior portfolio managers Bob Kalman and Max Wasserman and manages more than $592 million in client assets. The acquisition increases Wealth Enhancement’s total client advisory, trust and brokerage assets to more than $159.4 billion.
Founded in 2017, Miramar Capital serves high-net-worth individuals, executives, business owners, multigenerational families, corporations and foundations.
The firm follows a dividend-growth investment strategy designed to help clients pursue long-term appreciation while managing market volatility. Its investment philosophy is summarized by the phrase “Built for Stability. Designed for Growth.”
By joining Wealth Enhancement, Miramar will gain access to additional financial planning, estate, tax and wealth management capabilities while maintaining its research-driven investment approach.
The transaction also expands Wealth Enhancement’s presence in the greater Chicago market.
The acquisition closed on July 31, 2026. Hue Partners advised Miramar Capital on the transaction.
Wealth Enhancement reported $158.2 billion in client assets as of June 30, 2026, including $5.5 billion in brokerage assets. The firm operates from more than 188 offices nationwide.
KEY QUOTES:
“Miramar Capital has built a disciplined investment approach grounded in research and long-term thinking. Bob and Max have stayed true to that philosophy through every market cycle, helping clients remain focused on what matters most: their long-term financial goals.”
Jeff Dekko, Chief Executive Officer of Wealth Enhancement
“Our focus has always been and will always be on our clients, which is why joining Wealth Enhancement was the right choice for us. With their support, we look forward to expanding our capabilities and accelerating our growth.”
Max Wasserman, Co-Founder and Senior Portfolio Manager of Miramar Capital
