Who We Serve
We are honored to serve self-made millionaires and their families
You are selective about the professionals you hire, and we are selective about the clients that we work with. Before we agree to provide financial advice and services, we want to meet with you at least twice to ensure our services will meet your expectations and that this will be a good fit. It’s important to us that we develop compatible relationships, based on mutual respect and values, with our clients.
Our typical clients are self-made millionaires who have built or are still growing successful careers and businesses, accumulating investable assets of $2 million or more.
Business Owners
Are you looking for professional help in managing your own investments so you can grow your personal wealth while operating your business? Do you need guidance on how to plan the sale of your company so you can begin the next chapter in your life? And will that sale provide for you and your family for the remainder of your lives?
These are some of the ways our team can assist you.
Executives/Professionals
We help successful executives and professionals manage their financial futures. Additionally, we can provide advice for concentrations of wealth and diversification strategies that will reduce your risk and potentially minimize taxes.
We understand that you are focused on your business or profession. Our role is to provide the expertise you need to achieve your financial goals so you can live an amazing life of significance. We start with a personalized comprehensive financial plan that is your roadmap for a secure financial future.
These are some of the ways our team can assist you.
Pre-Retirees & Retirees
If you are preparing to transition into retirement or have already done so, there are many factors to consider. There are certain financial decisions that you'll need to make in order to pursue financial independence and security the rest of your life. Make the wrong decisions and you may be faced with some very difficult financial consequences.
The Silberman Wealth Strategies, Inc. team focuses on providing you with the wealth management experience to make this transition as comfortable and secure as possible.
Women
We specialize in helping women going through major financial transitions due to divorce, loss of a spouse, inheritance and transitioning to retirement. By providing objective guidance during these transitional periods of time, we empower you to plan better—and hopefully, to thrive—in your new monetary reality.
However, you never need dramatic life circumstances to work with us. Some of the challenges we can help you navigate include creating a new financial plan, updating your estate planning documents, the conservative investment of your assets, and more.