Wealth Enhancement, a national independent wealth management firm, has announced it will acquire the Shufro-Glass Group of Shufro Rose in New York. The team of two advisers and three support staff is led by Gregory D. Shufro, principal & senior financial adviser, and Steven J. Glass, senior financial adviser, and manages more than $760 million in client assets.
The Shufro-Glass Group operates within Shufro Rose, a firm founded in 1938 with more than eight decades of experience advising clients. The team provides comprehensive wealth management services, including investment management and multi-generational wealth planning.
The acquisition is expected to close in August 2026. Upon completion, Shufro and Glass will become equity holders of Wealth Enhancement. The Shufro-Glass Group was advised by Nesvold Capital Partners on the transaction.
