About
Ed has been providing financial services to clients in the Rochester area since 2016, and joined Wealth Enhancement in 2022. Ed is a CFP® practitioner, CPWA® designee, and CFA Level III candidate. 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 on 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
Articles by topic
Blog
Trusts are popular estate planning tools used to transfer assets to beneficiaries while minimizing the effect of estate taxes. Spousal trusts, also known as marital trusts, fall into a subclass of trusts that can help you reduce the size of your estate for tax purposes while providing financial security for your spouse, family, and other beneficiaries.
5/2/2023
Blog
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
Blog
Learn how layoffs impact equity compensation like RSUs, ISOs, NSOs, and ESPPs. Discover your options, tax implications, and strategies to make the most of your stock benefits.
11/11/2022
Newsroom
Edward Silversmith Jr. of Wealth Enhancement Group was featured by CNBC in “Is Financial Stress Hurting Retirement Savings? 4 in 10 Workers With.”
7/16/2025
Newsroom
Edward Silversmith Jr. CFP®, CPWA®, an Associate Portfolio Manager at Wealth Enhancement Group was quoted by Financial Planning in “American’s Top 5 Financial Regrets.”
9/19/2024
