We appreciate your interest in our firm.
There are three key things that set us apart:
1. Our Service Model
We put you first as a fee-only firm.
We feel there is only one way to operate: putting clients first. We are fiduciaries. That means we legally bind ourselves to putting you and your interests ahead of our own. Not every firm does this. We are fee-only: only receiving fees from our clients with no commissions, sales incentives, sales bonuses, or any other compensation that could interfere with us providing you with the best advice and service possible. Finally, we are a boutique with a select number of clients. This provides you with personal, proactive service.
2. Experts with Years of Specialized Experience
Seasoned advisors with the depth and breadth of experience to give you the level of expertise that you deserve.
We have more than a dozen years of experience serving high-net worth business leaders and retirees with complex investment planning, retirement, insurance, estate planning, tax, and business transition issues. We’ve specialized in working with business leaders and have unique knowledge that other advisors lack. We’ve managed more than $600 million dollars of client assets at some of the most respected investment firms and served on global investment strategy committees overseeing more than $200 billon dollars. Finally, we are CFA Charterholders and CFP certificants. These two designations take years to acquire and represent our lifelong commitment to becoming the very best advisors our clients can work with and who put their interests first.
3. We Go Deeper
Comprehensive Financial Planning and Wealth Management Services
Our proprietary SecureWealth process addresses all of your financial needs and risks so you know that everything is taken care of. We go deeper than other firms and collaborate with your advisors so that you get the best possible advice. Other firms charge the same – or higher – fees but only manage your investment portfolio. With SilverCrest Wealth Planning you get experts who manage your portfolio and address additional areas such as tax planning, insurance needs, and retirement planning, among others.