A complete list of active advisors currently associated with Silverlake Wealth Management LLC

Warmer can help you find a great advisor at Silverlake Wealth Management LLC or one who fits your needs even better.

SilverLake serves a broad client mix that includes individual investors (both non‑HNW and high‑net‑worth), trusts, estates, retirement plans, charitable organizations, and corporations. The firm provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory services, and it has added access to digital asset accounts through Fidelity Digital Asset Services while accepting some client referrals from third‑party promoters. The firm’s investment process is customized to each client and is primarily long‑term focused, combining fundamental and technical analysis to build diversified portfolios of individual equities, fixed income, mutual funds, and ETFs. SilverLake may implement tactical changes, recommend or oversee unaffiliated independent managers, and discloses that it uses derivatives in some separately managed strategies (including in cryptocurrency‑linked ETFs or for hedging) and the attendant risks. What distinguishes SilverLake from many peers is the combination of scale and institutional relationships with multiple custodians alongside less common service lines: it works with retirement plans and, at times, with other advisory or institutional clients and incorporates derivative strategies within separately managed accounts. The firm also emphasizes ongoing oversight of independent managers and provides digital asset custody access, which it discloses alongside its fiduciary and compliance practices.

To learn more about the advisors currently working at Silverlake Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.