Wealth Enhancement to Acquire Shufro-Glass Group of Shufro Rose
June 30, 2026
Wealth Enhancement announced it will acquire the Shufro-Glass Group of Shufro Rose, a New York-based advisory team managing over $760 million in client assets. The deal is expected to close in August 2026, at which point advisors Gregory D. Shufro and Steven J. Glass will become equity holders of Wealth Enhancement.
- Buyers
- Wealth Enhancement
- Targets
- Shufro-Glass Group of Shufro Rose
- Industry
- Financial Services
- Location
- New York, United States
- Transaction Type
- Buyout
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