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Wealth Enhancement announces acquisition of Miramar Capital, an independent RIA with more than $592m in client assets
Transactions - AUGUST 4, 2026

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Wealth Enhancement announces acquisition of Miramar Capital, an independent RIA with more than $592m in client assets

by Released

Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients’ lives, announced it has acquired the investment advisory business of Miramar Capital, an independent RIA in Northbrook, Ill. Led by founders and senior portfolio managers Bob Kalman and Max Wasserman, the team manages more than $592 million in client assets.

Founded in 2017, Miramar Capital has built its practice around a distinctive dividend growth investment philosophy designed to help investors pursue long-term growth while navigating market volatility. Guided by its mantra, “Built for stability. Designed for growth,” the firm serves high-net-worth individuals, business owners, executives, multi-generational families, corporations and foundations through a focused investment management offering.

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