Wealth Enhancement announced that it will acquire the Kaminsky-Silverman Group of Shufro Rose in New York City. The team manages over $554 million in client assets, and the transaction will bring Wealth Enhancement’s total client assets to more than $158 billion.
The Kaminsky-Silverman Group includes two advisors and two support staff. The team is led by Tonia L. Kaminsky, Principal and Senior Financial Advisor, and Barbara Silverman, Senior Financial Advisor.
The group provides comprehensive wealth management services, including financial planning, investment management, retirement strategies, and tax and estate planning coordination. It serves individuals and families in the New York metropolitan area and across the United States.
Kaminsky and Silverman have more than 50 years of combined experience. The practice is known for serving women through complex life transitions while helping clients pursue clarity, long-term financial independence, and broader financial goals.
Wealth Enhancement said the acquisition aligns with its focus on partnering with advisory teams that provide a distinctive and specialized client experience. The firm sees an opportunity to support and expand the Kaminsky-Silverman Group’s impact through its national platform.
The transaction is expected to close in August 2026. The Kaminsky-Silverman Group was advised by DeVoe & Company on the transaction.
Wealth Enhancement is an independent wealth management firm providing financial planning and investment management services. The firm operates from more than 182 offices nationwide and uses its team-based Roundtable and UniFi processes to support client planning.
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“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.”
Jeff Dekko, CEO 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.”
Tonia Kaminsky and Barbara Silverman
“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.”
Jim Cahn, Chief Strategy Officer of Wealth Enhancement
