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How does the advisor help clients – Key Takeaways:
Silverpeak Wealth Advisors has been providing financial advice and services to clients for over 10 years. Their team of experienced advisors offers a wide range of services to help clients achieve their financial goals.
Facts and Insights:
Silverpeak Wealth Advisors has over $500 million in assets under management and currently has 10 advisors on their team. With their wealth of experience and expertise, they have been able to help countless clients create personalized financial plans and achieve financial success.
They work with clients on an individual basis, taking the time to understand their specific needs and goals before creating a customized plan. This personalized approach has been a key factor in their success and has led to many long-term client relationships.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered:
- Wealth management
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance services
Client Types:
Silverpeak Wealth Advisors works with a diverse range of clients, including individuals, families, and businesses. They believe that everyone’s financial journey is unique and they are dedicated to helping clients from all backgrounds achieve financial success.
Fees & Compensation:
Silverpeak Wealth Advisors operates on a fee-based model, meaning their compensation comes from a percentage of the assets they manage. This ensures that their interests are aligned with their clients’ and they are always working towards their clients’ best interests.
They are transparent about their fees and compensation structure, and always strive to provide the highest level of service to their clients.
Background:
Silverpeak Wealth Advisors was founded in 2010 by a team of experienced financial advisors with a passion for helping clients achieve financial success. They have built a strong reputation for providing personalized and comprehensive financial services to their clients.
Their team of advisors has diverse backgrounds and areas of expertise, allowing them to offer a wide range of services and cater to the unique needs of their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Silverpeak Wealth Advisors is held to a fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests.
They also have a strict code of ethics and maintain full transparency with their clients. They provide full disclosure of their fees, any potential conflicts of interest, and any disciplinary actions taken against them in the past.