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Ed Silversmith, Jr.

CFA®, CFP®, CPWA®

Vice President, Financial Advisor

esilversmith@wealthenhancement.com

About

Ed has been providing financial services to clients in the Rochester area since 2016, and joined Wealth Enhancement in 2022. Ed is a CFA charterholder, CFP® practitioner, and CPWA® designee. He is also a member of the Rochester Financial Planning Association and Estate Planning Council of Rochester. In addition to portfolio management responsibilities, he helps clients to develop and execute financial plans aligned with their goals and values. Ed lives in Rochester with his wife, Taylor, and daughter Ada. In his spare time, he enjoys a variety of activities including golf, traveling, hunting, and working out.

Education

  • BS, Business Administration, SUNY Brockport

Resources from Ed Silversmith, Jr.

Topic
Topic
Blog

Managing Your Post-Secure Act Inheritance as a Non-Eligible Designated Beneficiary

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019, and its “sequel,” the SECURE Act 2.0 was passed a few years later in December 2022. While the list of changes from these two pieces of legislation could warrant a short novel, let’s take some time to dissect a related issue I have been helping next-generation clients with.
10/16/2023
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