Your Personal CFO
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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