SILVERMAN + ASSOCIATES WEALTH MANAGEMENT, LLC

Overview

Silverman + Associates Wealth Management, LLC is an independent registered investment adviser serving individual and family clients. The firm focuses on fee-based financial planning and discretionary portfolio management, and also acts as a capital allocator by selecting third-party managers for clients. Its investment approach leans heavily on pooled public funds and mutual funds to build core allocations rather than relying primarily on direct-stock concentrated bets or large separate account sleeves. The firm offers planning and portfolio services for individuals and small businesses and will bring in outside advisers when specialized capabilities are needed. It is not positioned as an ESG-focused manager and is not registered as a multi-state adviser.

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Location & Offices