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We help you pursue an amazing life of significance with customized wealth management solutions.

Take care of the people most important to you
Give generously to causes you care about
Make a real difference in the world

If you are looking for a financial advisor in Nashville, TN, the team at Silberman Wealth Strategies can help you design your financial future.

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MEET OUR FOUNDER

Mitch Silberman

Mitch Silberman has over 30 years of experience in financial services, as both a Wealth Advisor and a former Certified Public Accountant.

His unique background as a child actor – going from rags to riches and encountering financial setbacks – led Mitch on a journey to build a more robust foundation for himself and his family. It was then that he decided that helping others to live their best financial lives was his passion.

For the past 30 years, he’s been the financial professional people trust with their life savings. He is committed to working with affluent individuals and families helping them protect and grow their financial independence with strategic planning and endowment-style investing strategies.

Meet Mitch

As you accumulate more wealth and your financial situation becomes more complex, you need a highly specialized wealth team behind you.

Introducing the 5-Step P-CFO Process™

Discovery Meeting

Our first interaction centers around getting to know what matters most to you. From there, we work together, developing goals and a clear strategy to help you live an amazing life of significance and attain your financial objectives.

Wealth Strategy Planning Meeting

Our next meeting is about identifying the obstacles between you and your financial goals. Given this information, we present our complete diagnostic of your current financial situation alongside any specific recommendations.

Mutual Commitment Meeting

With two prior meetings concluded, this is where we arrive at a mutual decision about whether our firm can potentially add value to your life. Assuming we mutually decide to move forward, we authorize the documents necessary to put your wealth strategy plan into motion.

Organizational Meeting

This is where we help you navigate your secure, online wealth portal for organizing all of your new paperwork into a personalized binder (that we provide). Next, we answer any questions you may have. Our goal is to help you understand what is happening with your financial affairs.

Ongoing Progress Review Meetings

These are our regular meetings, scheduled at intervals for your convenience. In addition to addressing any concerns or questions you may have, we discuss changes to your personal or financial situation since the last meeting (if there are any). This helps us to determine together if adjustments should be made to your wealth strategy plan or if future actions should be taken.

If you’re thinking, “That’s a lot of meetings,” you’re right.

We are deliberately selective, serving only 55 clients and families (where some firms have over 800). As a result, we never commit to anyone we haven’t met at least twice before. This helps ensure a long-term relationship built on true understanding, mutually shared values, and trust.

Three Pillars of Silberman Wealth's Approach

There are many differentiators that set Mitch and his team apart from others.

The Human Element

When you work with the Silberman team, you will always talk with a team member that you know. We don’t believe in “phone trees” where you are simply an account number talking with a staff person that doesn’t know you.

Our 5-Step Personal CFO Process

Our 5-Step CFO Process allows us to really get to know you and all aspects of you financial situation so we can build and effective planning and investment strategy that is customized to your specific needs and goals.

Cohesion

Our team of wealth management professionals in Nashville, TN is highly specialized in providing you with a very high level of customer service. Our team has worked together for a number of years and is highly efficient. In other words, you don’t have to worry about a revolving door of employees that you don’t know.

Complimentary eBook: The Five Key Concerns of Today's Affluent

Our complimentary eBook outlines how you can protect your hard-earned assets.

Download Now

Read Mitch's Blog

Dec

We help you pursue an amazing life of significance with customized wealth management solutions.

MEET OUR FOUNDER

Mitch Silberman

As you accumulate more wealth and your financial situation becomes more complex, you need a highly specialized wealth team behind you.

Introducing the 5-Step P-CFO Process™

Discovery Meeting

Wealth Strategy Planning Meeting

Mutual Commitment Meeting

Organizational Meeting

Ongoing Progress Review Meetings

If you’re thinking, “That’s a lot of meetings,” you’re right.

We are deliberately selective, serving only 55 clients and families (where some firms have over 800). As a result, we never commit to anyone we haven’t met at least twice before. This helps ensure a long-term relationship built on true understanding, mutually shared values, and trust.

Three Pillars of Silberman Wealth's Approach

There are many differentiators that set Mitch and his team apart from others.

The Human Element

Our 5-Step Personal CFO Process

Cohesion

Complimentary eBook: The Five Key Concerns of Today's Affluent

Read Mitch's Blog

Tackling the Complexities of Family Wealth Dynamics

Nashville Wealth Management: The Power of the Virtual Family Office

Here’s Why You May Need to Update Your Estate Plan

Schedule a Complimentary Consultation

We help you pursue an amazing life of significance with customized wealth management solutions.

MEET OUR FOUNDER

Mitch Silberman

As you accumulate more wealth and your financial situation becomes more complex, you need a highly specialized wealth team behind you.

Introducing the 5-Step P-CFO Process™

Discovery Meeting

Wealth Strategy Planning Meeting

Mutual Commitment Meeting

Organizational Meeting

Ongoing Progress Review Meetings

If you’re thinking, “That’s a lot of meetings,” you’re right.

We are deliberately selective, serving only 55 clients and families (where some firms have over 800). As a result, we never commit to anyone we haven’t met at least twice before. This helps ensure a long-term relationship built on true understanding, mutually shared values, and trust.

Three Pillars of Silberman Wealth's Approach

There are many differentiators that set Mitch and his team apart from others.

The Human Element

Our 5-Step Personal CFO Process

Cohesion

Complimentary eBook: The Five Key Concerns of Today's Affluent

Read Mitch's Blog

Share:

Tackling the Complexities of Family Wealth Dynamics

Share:

Nashville Wealth Management: The Power of the Virtual Family Office

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Here’s Why You May Need to Update Your Estate Plan

Schedule a Complimentary Consultation