Broker Check

Important Disclaimers


Important Disclaimers

SilverLake Wealth Management LLC ("SilverLake") is a Registered Investment Advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). SilverLake provides investment advisory and related services for clients nationally. SilverLake will maintain all applicable registration and licenses as required by the various states in which SilverLake conducts business, as applicable. SilverLake renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Securities offered through Purshe Kaplan Sterling Investments. Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and SilverLake Wealth Management, LLC are not affiliated companies.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at (“Website”) or any of the information or services provided by SilverLake Wealth Management, LLC (collectively “SilverLake”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by SilverLake in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

SilverLake reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on July 11, 2019.

Risk Disclosures

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about SilverLake and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. SilverLake does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise SilverLake, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

SilverLake will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at or you may Contact Us to request a free copy via .pdf or hardcopy.

Email Disclosures

SilverLake often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. SilverLake makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send SilverLake private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: SilverLake does not accept trading or money movement instructions via email.

As a registered investment advisor, SilverLake emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of SilverLake or the securities regulators.

If you have received an email from SilverLake in error, we ask that you contact the sender and destroy the email and its contents.

For a copy of the SilverLake Privacy Policy, please click here.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

SilverLake may utilize third-party websites, including social media websites, blogs and other interactive content. SilverLake considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, SilverLake generally retains copies of information that SilverLake or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of SilverLake or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by SilverLake’s advisory persons after entering into an advisory agreement and provided SilverLake with all requested background and account information.

If you have any questions regarding our policies, please Contact Us

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