Ed Silversmith, Jr.
Vice President, Financial Advisor
CFA®, CFP®, CPWA®
Office Information
Contact Ed
Team Office
Ed’s Locations
Pittsford, NY 14534 (585) 218-2060
About Ed
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
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
What we’re thinking about
Tax Implications of Marital Trusts: How Do They Differ?
Managing Your Post-Secure Act Inheritance as a Non-Eligible Designated Beneficiary
What Happens to my Equity Compensation if I’m Laid Off?
Newsroom and Resources
View AllNerdwallet: Ed Silversmith Jr Featured in “Making $200K and Still Feel Financially Stretched? You’re Not Alone”
CBS: Ed Silversmith Featured in “5 Expert-Driven Tips for Paying Off $30,000 in Credit Card Debt”
FinancialPlanning: Edward Silversmith Jr. Featured in “American’s Top 5 Financial Regrets.”
Financial Planning: Edward Silversmith Jr. Quoted in “American’s Top 5 Financial Regrets”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.