Silverlake Wealth Management LLC

SilverLake Wealth Management LLC provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, and unaffiliated registered investment advisers. The firm operates as a fiduciary and offers ongoing portfolio supervision and client communication while implementing accounts on institutional platforms.

The firm constructs customized, primarily long‑term portfolios using individual equities, individual fixed income, diversified mutual funds, and ETFs, and will select fund share classes or retain legacy holdings as appropriate for tax and custodial reasons. SilverLake also recommends and oversees unaffiliated independent managers for portions of client assets and provides plan‑level services such as investment policy design, vendor analysis, and participant education for retirement plans.

What distinguishes SilverLake from many peers is that it explicitly accepts other registered investment advisers as clients and operates at a scale of roughly $573 million in assets with a nine‑advisor team and about 688 client relationships. The firm’s platform and manager‑oversee model also support implementation of more specialized strategies — including the use of derivatives in certain separately managed accounts — and the firm discloses its institutional relationships and custodial arrangements that enable those capabilities.