Silverstone Private Wealth

Silverstone Private Wealth, LLC is a registered investment adviser that, per its Form ADV, intends to provide ongoing portfolio management and financial planning primarily to individual and high‑net‑worth clients; however, as of the brochure date it reported no assets under management and has not yet commenced ongoing advisory services. The firm documents client objectives and risk tolerance in an Investment Policy Statement and can provide either discretionary or non‑discretionary management once advisory activities begin.

The firm’s stated investment approach draws on multiple methods of analysis — including charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — and it employs both long‑term and short‑term trading strategies. It plans to use a range of instruments such as mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), annuities, treasury inflation‑protected bonds, non‑U.S. securities and private placements in portfolio construction.

What is distinctive in the brochure is the firm’s affiliation with insurance activities: its principal and supervised persons are licensed to sell insurance and annuity products and may receive commissions, a conflict the firm discloses and says it will mitigate through disclosure, supervision and fiduciary policies. The brochure also highlights anticipated custodial relationships with major custodians and receipt of broker‑provided research (soft‑dollar benefits), and it emphasizes custody safeguards and formal conflict‑of‑interest disclosures before advisory services commence.