The term concierge is derived from a Latin word meaning extra service. A traditional concierge is often thought of as a professional at a hotel appointed to help guests with whatever miscellaneous personal services they may need. At Silberman Wealth Strategies, Concierge Care is a special service we provide to our clients to help them with various finance-related personal services in addition to financial planning and investment management.
We are available to help our clients with questions and problem solving regarding their financial affairs, as well as to introduce them to other vetted professionals that can provide assistance.
Concierge Care services may include:
Financial Problem Solving
Cash Flow Analysis
Tax Reduction Strategies
Estate Planning Implementation
Analysis for Large Purchases