About
Silberman Wealth Strategies, Inc.

A Different Approach

At Silberman Wealth Strategies, Inc., it IS all about you, your family, your dreams, your future, and your goals. We are here to serve, and this mindset directly benefits you.

Highly personalized level of service for you.

Ours is a highly personalized level of service to a very select clientele. This allows us to get to know you at a personal level. You will never be just a number to our team.

Customized financial roadmap and investment strategy for you.

It’s our job to understand your goals, as well as your concerns. This helps us create a customized financial plan and investment strategy that will enable you and your family to pursue financial security for the rest of your life.

Objective decisions about your wealth.

We don’t subscribe to the set-it and forget-it mentality. When you work with Silberman Wealth Strategies, Inc., we actively partner with you to ensure that—with every economic change, life event, or market correction—we are here to help you make personalized decisions about your wealth.

Personalized and frequent communications.

You’ll never get phone-tree customer experience. While we are located in Westlake Village, CA, and Brentwood, TN, we provide virtual communications to clients all across the country. We can meet with you in person or via a Zoom call. We typically meet with clients quarterly, but we’re also available for impromptu calls from you.

LET'S TALK

The Bottom Line

There are lots of wealth management providers for you to choose from. If you are seeking a highly personalized wealth management approach for your hard-earned money, you’ve found us. You and your family’s aspirations are considered in each financial decision made about your wealth. That makes us a good fit for your personal, business, and financial goals.

Many of our clients have told us we are their well-kept secret.

Meet Your Team

With over 60 years of combined financial service experience, the Silberman Wealth Strategies, Inc. team is passionate about helping you and your family achieve all that is important to you.

We get to know you, using our specialized, unique approach to build custom-tailored wealth management strategies for you and your family. From there, we are committed to staying involved, ensuring that your financial plan evolves with you.

As a retired Certified Public Accountant (CPA), Mitch also focuses on tax planning strategies to help minimize your liabilities and maximize your net returns.

Mitch Silberman

President & CEO

Phone: (615) 377-0744

Email: mitch@silbermanwealth.com

Mitch grew up a successful child actor in the 1970s, appearing in several commercials and movies that include episodes of Bewitched, Gunsmoke, The F.B.I., and the Mod Squad. He learned early in life that you need proper wealth...

Courtney Wood Jenson

Director of Operations

Phone: (615) 377-0744

Email: courtney@silbermanwealth.com

As Director of Operations, Courtney is the primary liaison between our firm’s clients and the various partners that we work with. Her highly personalized approach to making each client feel special and valued is one of her many talents...

Schedule Your
Complimentary
Consultation

Let’s create a tailored financial plan that helps you achieve your goals while making a lasting impact. Silberman Wealth is here to guide you every step of the way.

SCHEDULE A DISCOVERY MEETING

AboutSilberman Wealth Strategies, Inc.