Wealth Enhancement to Acquire Shufro-Glass
On June 30, 2026, Wealth Enhancement announced that it will acquire the Shufro-Glass Group of Shufro Rose.
Wealth Enhancement announced, on June 30, 2026, that it will acquire the Shufro-Glass Group of Shufro Rose (the “Shufro-Glass Group”). Upon completion of the transaction, Gregory D. Shufro and Steven J. Glass, Principal & Senior Financial Advisors, will become equity holders of Wealth Enhancement. The transaction is expected to close in August 2026. Further terms of the deal were not disclosed.
Wealth Enhancement, based in Plymouth, Minnesota, is a registered investment adviser providing wealth management, financial planning, investment management, estate planning and related advisory services. Wealth Enhancement oversees approximately $156.3 billion in client assets.
The Shufro-Glass Group, based in New York, is a registered investment adviser that provides wealth management, investment management, and multi-generational wealth planning services. The Shufro-Glass Group oversees approximately $760 million in client assets. Nesvold Capital Partners served as financial advisor to the Shufro-Glass Group in connection with the transaction.
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