family office
Reserve by Wealth Enhancement
In PWD coverage since September 30, 2026 · 2 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Gregory Shufro
Sep 22 · from Shufro Rose & Co.
Departures
None tracked.
PWD coverage
M&A
Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA
The Minneapolis acquirer says the deal, expected to close in the fourth quarter, would be its largest to date and take it past $187.1 billion in client advisory, trust and brokerage assets.