Broker Check

33 Blair Park Road
Suite 100
Williston, VT 05495

(802) 857-5083

 
Jane Bond: Decoding Diversification Jane Bond: Infiltrating the Market What Our Kids Can Teach us About Saving Money

Welcome to Silverlake Wealth Management

Our company is dedicated to meeting our client’s financial challenges head on and to lift the burden of dealing with the complexities of personal finance and investing. We align our interests with those of our clients as we are an independent locally owned financial advisory practice and deliver only unbiased objective advice. We seek the opportunity to present the value of our custom-tailored planning and to help simplify our clients’ financial lives. We measure our success not only in results but in the loyal relationships we establish with our clients and the positive impact we can make in their lives.


Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

View all articles arrow

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow