Your Personal CFO

Understanding personal financial needs of families

Preserving Your Wealth

At Silberman Wealth Strategies, 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. 

We also follow this five-step process for each client: 

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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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