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
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Mitch Silberman

Mitch Silberman is an experienced fiduciary wealth advisor and manager. He’s also an accomplished entrepreneur. As a child actor, he went from rags to riches… encountered financial setbacks… and then built a more robust financial foundation for himself.

For the last 29 years, he’s been the financial professional people trust with their life savings.  He is committed to working with affluent individuals and families to help them protect and grow their financial independence with endowment-style investing strategies services.  

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

5-Step P-CFO Process™ from Silberman Wealth
Silberman Wealth meeting

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

Our 5-Step Personal CFO Process


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 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.

Our team of wealth management professionals 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.

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Read Mitch's Blog

4 Signs That You Need a Personal CFO (P-CFO)
4 Signs That You Need a Personal CFO (P-CFO)
Even the financially well-off must be aware of today’s economic conditions. This is especially true for high-net-worth individuals who have (necessarily) sophisticated tax and investment...
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What Happens if You Run Out of Money in Retirement?
What Happens if You Run Out of Money in Retirement?
Retirement is a time of life we think of for finally sitting back, relaxing, and enjoying the rewards of our hard work through the years....
Read More
As Your Wealth Grows, So Does the Need for a High-Net-Worth Wealth Manager
As Your Wealth Grows, So Does the Need for a High-Net-Worth Wealth Manager
High-net-worth individuals and families have unique needs that require specialized knowledge and experience. With a Personal CFO helping you with your financial plan and managing...
Read More
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