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Wealth Management

As your wealth grows, so does the complexity of managing it effectively. At Silver Accounting Group, LLC, we specialize in working with affluent clients to effectively protect and preserve your wealth while providing you with steady, reliable growth of your investments. Our wealth management strategies are tailored to each individual client’s needs, ensuring that your wealth plan is designed to fit your lifestyle and your vision for the future.

A Wealth Plan Built to Fit Your Needs

The right wealth plan for you depends on more than just your net worth. It’s based on your risk tolerance, how close you are to retirement, and many other factors that vary from one person to the next. That’s why, at Silver Accounting Group, LLC, we don’t deal in prebuilt wealth management strategies or one-size-fits-all solutions. Your financial journey is your own, and your wealth plan should be designed to fit it.

When designing a wealth management strategy, we’ll sit down with you and get to know the details of your financial circumstances. We’ll delve deeper than your portfolios and bank accounts, asking questions about your risk tolerance, financial priorities, retirement goals, and more. We get to know you on a personal level so that we can better understand how to design a wealth management strategy that fits your situation.

The exact investment options we select for you will vary, but typically include a mix of high-risk, high-yield investments and lower-risk options that provide slow and steady returns. We rely on proven strategies that help you to grow your wealth over time, rather than taking huge risks with your future that might pan out. Over our years of experience, we’ve found this measured, conservative approach to investment management provides the best results for our clients.

Once your wealth plan is in place, we’ll continue to monitor and assess your progress, adapting as needed to ensure your wealth is secured, protected, and growing steadily to meet your current and future financial needs.

Why a Wealth Plan Should Be Part of Your Financial Plan

Wealth management and financial planning are closely related, but not entirely the same. A wealth plan is designed to help you protect and grow your wealth through investment management, asset allocation, portfolio design, and other wealth-building strategies. A financial plan, however, focuses on the bigger picture of your finances as a whole, including your household finances, insurance needs, and so on.

By making wealth management a part of your more comprehensive financial plan, you can better ensure that all aspects of your financial life are being managed effectively. While your financial plan helps you create a vision for your financial future, your wealth management plan will make sure that your assets and total wealth are on track to make that future into a reality.

Expert Wealth Management Services You Can Trust

We understand how difficult it can be to entrust your hard-earned assets to someone else. That’s why Silver Accounting Group, LLC, maintains open and honest communication through every stage of the wealth management process. From initial portfolio design to ongoing management of your assets, our wealth managers provide you with detailed information regarding the growth of your portfolio and any necessary changes to your existing investment strategies.

With Silver Accounting Group, LLC, we take the stress and uncertainty out of wealth management through an integrated and strategic approach that addresses both your current and future needs. Our assets under management fee structure means that we’re just as motivated to help you succeed as you are. We have a fiduciary obligation and a personal commitment to always do what’s right for our clients, and we’ll never recommend an investment or financial move that isn’t in your best interests. When you work with us, you can trust that every recommendation we make is one that we would make ourselves.

Call Now to Schedule a Portfolio Review

Is your current investment strategy just not providing the results you were hoping for? Contact Silver Accounting Group today to schedule an appointment with one of our wealth managers. We’ll review your portfolio and look for underperforming investments, unnecessary risks, and other problems that might be impeding your ability to grow your wealth. Call now to schedule your portfolio review!



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.