What We Do

One Size Does Not Fit All

Are you concerned about accumulating enough assets during your working years or 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 service tailored to your individual needs.

Personal CFO

Businesses need CFOs to help manage their financial affairs and so do individual investors. You benefit when we act as your Personal CFO. This makes it our responsibility to understand your needs and goals while coordinating the delivery of our financial advice and services:

Wealth/Financial Planning

Wealth/Financial Planning

- Retirement Income Planning
- Tax-Reduction Strategies
- Charitable Gift Planning
- Risk Management
- Estate Planning
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Endowment-Style Investing

Endowment-Style Investing

- Investment Methodology
- Alternative Investments
- Risk mitigation strategies
- Thought Leadership
- True Asset Allocation Strategies
- In-Depth Market Perspectives
- Economic Insights
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Virtual Family Office

Virtual Family Office

- Coordination With Other Professionals You Work With (CPAs, attorneys)
- Financial Stress-Testing
- Comprehensive Wealth Management Plan - Development
- White-Glove-quality Service
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The Silberman Wealth Strategies 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. 

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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