Broker Check
Our Approach Investment Strategies Our Team

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. 

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

American Lifestyle Magazine

American Lifestyle Magazine

For a complimentary copy of the magazine please click below!

You and Your Mutual Funds

You and Your Mutual Funds

Whether you have mutual funds in your retirement or taxable accounts, our deep analysis identifies the good, the bad and the in-between. SilverLake Wealth Management seeks to hire talented portfolio managers in diverse asset classes to match your investment goals and strategy. Send in your list of mutual funds for a free analysis.

Whatever Your Goals

We can help you pursue them

You can be assured that whatever your investment or financial goals are, we have the tools to assess the probability of you reaching them. Whether you are a small business owner, professional, retiree or someone trying to plan for retirement, we are prepared to analyze your unique situation.

Learn more

To receive “The Answers to 46 Frequently Asked Questions about Retirement”, Please fill out the information below:

Thank you! Oops!