How does SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC help clients – Key Takeaways:
SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC is a boutique financial advisory firm that specializes in providing comprehensive wealth management services to individuals and families. They act as trusted financial experts, guiding their clients through the complex world of finance to help them achieve their financial goals. Their personalized approach and expertise in investment management, retirement planning, and estate planning make them a valuable resource for their clients.
Facts and Insights
SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC was founded in 2005 by John Silverman, a certified financial planner with over 20 years of experience in the financial industry. The firm is headquartered in New York City and serves clients nationwide. The team at SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC is comprised of highly qualified advisors who hold various certifications and designations, including CFP®, ChFC®, and CLU®.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC offers a wide range of financial services to help their clients build and protect their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Charitable giving strategies
Client Types
SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC works with a diverse group of clients, including high net worth individuals, professionals, business owners, retirees, and families. They are committed to providing personalized financial advice and solutions tailored to each client’s unique financial situation and goals.
Fees & Compensation
SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC operates on a fee-based compensation model. This means that they earn a percentage of the assets they manage on behalf of their clients. This structure aligns their interests with their clients’ as their success is directly tied to the success of their clients’ investments.
Background
John Silverman, the founder of SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC, has over two decades of experience in the financial industry. He holds a Bachelor’s degree in finance and accounting from New York University and is a Certified Financial Planner (CFP®). He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC has a clean record with no disciplinary actions or regulatory sanctions. They have a fiduciary duty to act in their clients’ best interests at all times, and they take this responsibility very seriously. They are committed to providing transparent and ethical financial advice to their clients, and their impeccable track record is a testament to this.