Broker Check

Team

 

SilverLake Wealth Management was established in April of 2002 with the goal of providing objective advice to their clients around the country. SilverLake is based in the State of Vermont and all profits from its Registered Investment Advisory business support its Vermont operations.

SilverLake Offers:

  • Over 140 years of cumulative financial market experience
  • An in-depth and objective “team approach”
  • Consulting with integrity and trust
  • A holistic approach to asset and risk management
  • A disciplined process
  • Investment strategies geared for each client’s issues/needs
  • Excellent service and competitive performance at a good value
  • Fair, competitive consulting fees
 

Jeffrey D. Steele

Managing Partner

Prior to joining SilverLake, Mr. Steele was with Morgan Stanley for 11 years, preceded by a position with a private international investment firm. He has provided advice to both private and institutional clients in the U.S. and abroad....

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Richard J. Briand

Managing Partner

Prior to joining SilverLake, Richard (Ric) Briand was with Wachovia Securities Private client group. Ric has 23 years of industry experience as a financial advisor in Vermont, tailoring investment planning to each client's needs and...

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Robert W. Eddy

Managing Partner

Prior to joining SilverLake, Mr. Eddy represented Morgan Stanley for 25 years and distinguished himself as a leader in the area of separately managed account consulting. Mr. Eddy was contributing author to the book Personal and Family...

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Theodore M. Riehle III

Managing Partner

Prior to joining SilverLake, Mr. Riehle was with Morgan Stanley for 17 years, and with Merrill Lynch prior to that. Mr. Riehle is a past Burlington School Commissioner, President of the Burlington City Council and three-term Vermont...

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Thomas J. Golonka, CFA, CFP®

Managing Partner

Prior to joining SilverLake in 2005, Mr. Golonka was with Wachovia Securities Private Client Group for 12 years. Earning his BA from the University of Notre Dame, and his MBA from Union College, Tom specializes in portfolio management...

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