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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.

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

Introducing the 5-Step P-CFO Process™

1

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.
2

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.
3

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.
4

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.
5

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.

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Three Pillars of Silberman Wealth's Approach

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

1

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.

2

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.

3

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.

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Read Mitch's Blog

Sep
18
2023
It May Be Time To Give Your Wealth Plan a Stress Test
It May Be Time To Give Your Wealth Plan a Stress Test
One of the best plans to take from the financial playbook of the Super Rich—those with a net worth of $500 million or more—is to...
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Sep
11
2023
Financial Security: How To Retire Without Regrets
Financial Security: How To Retire Without Regrets
As a wealth manager in Nashville, I regularly meet with individuals and couples planning their retirements.  Two of the more frequently asked questions are, “Have...
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Aug
28
2023
When to Say Goodbye: Evaluating Your Financial Advisor Relationship
When to Say Goodbye: Evaluating Your Financial Advisor Relationship
Over the years, you’ve placed your money, financial dreams, and aspirations in the hands of financial professionals.  Like any pivotal relationship, the bond with your...
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View All Blog Posts

Schedule a Complimentary Consultation

Helping you make intelligent choices with your money and avoid common costly mistakes. Put experience on your side. Talk with the Silberman Wealth team today.

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Advisory Services offered through Silberman Wealth Strategies, Inc., Mitch Silberman (CA Insurance License #0B24856) Registered Principal of and securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC - CA Insurance License #0644976), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Business Continuity | Important Disclosures

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
© 2023 Silberman Wealth Strategies, Inc. All Rights Reserved.
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