At Silberman Wealth Strategies, 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 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, 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 service. 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.