Silverstone Private Wealth

Overview

Silverstone Private Wealth is an independent RIA organized as an LLC and owned by an individual. The firm works primarily with individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It operates as a capital allocator — meaning it places client capital with external managers or vehicles as part of its investment program. Clients are charged either a percentage of assets under management or fixed fees. The adviser does not identify as an active ESG investor and is not registered as a multi‑state adviser; it also has an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives