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To meaningfully and positively affect our Clients' lives by
helping them pursue their dreams, knowing that their
financial well-being is proactively managed by a caring
team who has their best interests at heart.

5743 Corsa Ave., Ste 210 
Westlake Village, CA 91362
818-991-2282

Concierge Care

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

  • Financial Management

  • Estate Planning Implementation

  • Analysis for Large Purchases

  • Risk Mitigation