Wealth Enhancement Expands Reach Through Acquisition of Miramar Capital with $592 Million Assets

Wealth Enhancement Expands Through Acquisition of Miramar Capital

Wealth Enhancement, an independent wealth management firm, recently announced the acquisition of Miramar Capital, an independent registered investment advisor (RIA) based in Northbrook, Illinois. This strategic move adds over $592 million in client assets to Wealth Enhancement's extensive portfolio, increasing its total assets under management to an impressive $159.4 billion.

A Strategic Partnership

In the announcement, Wealth Enhancement's CEO, Jeff Dekko, emphasized that Miramar Capital's disciplined investment philosophy, rooted in extensive research and a focus on long-term strategies, aligns perfectly with Wealth Enhancement’s goals. He expressed confidence that by joining forces, both firms can provide enhanced services and tailored solutions to clients while continuing to prioritize their long-term financial objectives.

Having established its reputation since 2017, Miramar Capital has been dedicated to a unique investment philosophy centered around dividend growth, aiming to help investors achieve long-term growth while navigating market fluctuations. As stated by the firm's leaders, Bob Kalman and Max Wasserman, their approach is designed for stability and growth, catering to high-net-worth individuals, business owners, executives, and multi-generational families.

Commitment to Clients

Bob Kalman remarked on the partnership, saying, "We’re thrilled to work alongside a team that shares our commitment to putting clients first. This collaboration with Wealth Enhancement will allow us to broaden our service spectrum and continue to support our clients with deeper insights and resources."

Similarly, Max Wasserman echoed his partner's sentiments, highlighting that their true focus is and will always be on providing exceptional service to their clients. He expressed excitement about the expansion opportunities available through Wealth Enhancement's existing resources.

Jim Cahn, Chief Strategy Officer at Wealth Enhancement, also expressed enthusiasm for the joining of both teams, stating, "The addition of Miramar Capital enhances our ability to serve clients with high-quality, client-centric strategies. We look forward to reaching more clients in the greater Chicago area with these extended capabilities."

Growth in the Wealth Management Sphere

The acquisition, finalized on July 31, 2026, represents a significant step for Wealth Enhancement as they continue their trajectory in the competitive wealth management sector. The firm aims to raise the standard of wealth management through personalized financial planning and investment management, adapting its approach to meet the diverse needs of its clients. With over 188 offices across the country, Wealth Enhancement prides itself on its commitment to customer care, professionalism, and technological innovation, which it continually strives to enhance.

With this acquisition, Wealth Enhancement not only strengthens its market position but also reinforces its dedication to enriched client experiences through advanced planning, tax, estate, and wealth management capabilities. The firm looks forward to integrating Miramar Capital's expertise and continuing to deliver tailored financial solutions to their growing clientele.

For more details on Wealth Enhancement and its services, or to explore partnership opportunities with the firm, interested parties are encouraged to visit Wealth Enhancement’s website.

About Wealth Enhancement

Wealth Enhancement is a national independent wealth management firm distinguished by its thorough approach to enriching clients' financial lives. Their innovative methods, such as the Roundtable™ and UniFi processes, aim to provide bespoke financial planning beyond common practices. Founded in 1997, Wealth Enhancement has earned a reputation for excellence and dedication, continuously enhancing its services to meet its clients' unique needs.