How does the advisor help clients? – Key Takeaways:
SILBERMAN WEALTH STRATEGIES, INC. is a financial services firm that provides expert advice to clients seeking to maximize their wealth. With a team of experienced advisors, the firm offers a range of services tailored to each client’s individual needs.
Facts and Insights:
Founded in 2001, SILBERMAN WEALTH STRATEGIES, INC. has over 20 years of experience in the financial industry. The firm currently has $500 million in assets under management and a team of 10 dedicated advisors.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types:
SILBERMAN WEALTH STRATEGIES, INC. works with a diverse range of clients, including individuals, families, and business owners. The firm also serves both high net worth and mass affluent individuals.
Fees & Compensation:
The firm offers fee-only services, meaning that advisors are compensated solely by the fees paid by clients. This ensures that advisors work in the best interest of their clients, avoiding any potential conflicts of interest.
Background:
The founder and managing director of SILBERMAN WEALTH STRATEGIES, INC., John Silberman, has over 25 years of experience in the financial industry. He holds several certifications, including Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), and has been quoted in various publications such as The Wall Street Journal and Forbes.
Financial Advisor Disclosures to Know:
SILBERMAN WEALTH STRATEGIES, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is held to a fiduciary standard, meaning that advisors must always act in the best interest of their clients. The firm has a clean disciplinary record, with no legal or regulatory issues on record.