Services
What We Do
Are you concerned about running out of money in your retirement years? Many people are.
We understand that one size does not fit all when it comes to wealth management. Every one of our clients has individual concerns, circumstances, goals, and tolerances for risk. That is why we provide a highly personalized wealth management experience tailored to your individual needs.
Bespoke Outcomes For
Your Unique Goals
The Silberman Wealth Strategies, Inc. team is dedicated to helping you and your family protect, sustain, and improve your pursuit of financial independence. This applies during your working years and during your retirement.
Wealth Planning
First things first: Our approach is different in ways that specifically benefit you.
Before we do any work on your behalf, we’re going to get to know you and your current financial situation. Understanding what financial independence means to you is a key to our process. What are your dreams, aspirations, charitable intentions, and goals?
An equally important part of getting to know you is learning any thoughts or concerns that keep you up at night:
Endowment-Style Investing
We take a conservative and strategic approach to investing our clients’ assets, using time-tested, proven wealth management strategies. Our endowment-style investment process is based on successful industry best practices used for decades by large investors such as pensions, endowments and insurance companies.
We believe in diversification through multiple asset classes, non-traded alternative investments and other risk mitigation strategies to help you protect what you’ve worked so hard to accumulate.
This approach helps to optimize your portfolio’s performance over time while addressing important risk tolerance concerns. This approach helps generate consistent long-term returns and helps mitigate volatility.
Virtual Family Office
Wealth management today may be more complex than it’s ever been. At the same time, thanks to our ability to provide clients with multiple types of services virtually, it can be far easier for you.
A family office approach to business: Having immediate access to your CPA, attorney(s), and so on under one roof was a privilege reserved for the extremely wealthy. Today, however, Silberman Wealth Strategies can provide this experience to the self-made millionaire, on-demand.
In other words, we utilize an experienced team and work with the other professionals in your life to make things as streamlined and convenient for you as possible.
Your Personal CFO
At Silberman Wealth Strategies, Inc., our services are modeled around the responsibilities that a Chief Financial Officer has within a business.
We believe that the business of your family’s finances benefits from having a Personal Chief Financial Officer; a professional who understands the financial and other vital needs of you and your family.
We provide a Personal Chief Financial Officer (P – CFO service). This means we act as the Personal CFO for a select group of successful individuals and families — with the primary purpose of helping them preserve their wealth and pursue their financial goals.
Schedule Your
Complimentary
Consultation
Let’s create a tailored financial plan that helps you achieve your goals while making a lasting impact. Silberman Wealth Strategies, Inc. is here to guide you every step of the way.