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Our Story

SilverLake Wealth Management, established in 2002, was born out of a commitment to redefine the financial planning and investment management landscape. Our founders envisioned a firm that would rise above the norm, prioritizing the client's needs over proprietary interests and providing truly objective financial advice.

SilverLake was founded to get back to the basics of client service. You won’t find us pushing products or trying to sell you on unnecessary policies. Our priority is to take care of you by building a plan tailored to do just that. We work together as a team, and we’re invested in you.

At SilverLake, we proudly serve our clients as fiduciaries, a legal and ethical commitment that places your best interest at the heart of our operations. Unlike many financial advisors who are merely distributors of products, we are consultants and accountability partners for our clients. As an independent firm, we can provide access to world-class products and license best in class technology, offering objective views and a terrific client experience.

Choosing a fiduciary as your financial advisor can be a crucial step in preparing for your financial future. At SilverLake, we understand the importance of this role and are committed to serving our clients with integrity, trust, and dedication. Together, we can help you navigate the complexities of your financial life, providing strategies and advice to ensure your success.

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