Major financial decisions are stressful. Having a partner with the knowledge, expertise, and experience can make all the difference. The trusted advisors at SilverPeak Wealth translate complicated financial concepts into plain English so that you can have the confidence that can only come through understanding.
SilverPeak Wealth takes the attitude that the more you know about what they’re doing, the more you will like it. With three CFPs on staff, SilverPeak Wealth could fill a dictionary with complicated financial strategies and industry jargon, but who benefits from that? You want to understand your money and investments in your own terms…and… this is what SilverPeak Wealth wants too!
As a client of SilverPeak Wealth, you get a stream of information and insights through email, blog posts, and quarterly reports. But more importantly, SilverPeak Wealth advisors are always available to take your call, or answer your email. SilverPeak Wealth believes responsiveness builds trust. And trust builds success.
SilverPeak Wealth uses many tools to keep you informed including:
Having your assets held in your name at a major third-party brokerage firm provides you with additional security, transparency, and service.
To deliver the best possible client solution at the lowest possible cost, SilverPeak Wealth uses Charles Schwab & Co. for the custody and trading of most client accounts. In addition to providing detailed monthly statements, online access, discounted trading costs, local offices, and strong customer service, Schwab is also one of the largest custodians in the country.
As President Trump began his second term in January, many business leaders and investors expected a renewed focus on pro-growth policies—lower taxes, regulatory rollbacks, and aggressive deal-making. Instead, financial markets were met with significant volatility and uncertainty with the announcement of new tariffs. In the......
Read More
Last week, on Earth Day, I was 10 stories tall! Let me explain. I was invited to attend the closing bell ceremony at NASDAQ in New York City on April 22. A small group of us attended educational sessions then we proceeded to view the......
Read More
Market Update: April 4th, 2025 Global equities declined again today following China’s announcement of retaliatory tariffs on U.S. imports. This escalation signals the early stages of what could become a prolonged trade conflict, potentially positioning the United States against key global economic partners. Tariffs, which......
Read More
March 2025 The stock market experienced another sharp decline today following the implementation of new tariffs by the administration on imports from Canada, Mexico, and China. In response, China and Canada swiftly imposed retaliatory tariffs, while Mexico announced plans to reveal its own countermeasures on......
Read More“Most investors, both institutional and individual, will find that the best way to own common stocks is through an index fund that charges minimal fees”
Warren E. Buffett Chairman and CEO, Berkshire Hathaway, Inc.
Minimizing costs is critical for every investor. This is because in investing, there is no reason to assume that you get more if you pay more. Instead, every dollar paid for management fees or trading commissions is really just one less dollar working for you. The key point is that—unlike the stock market—costs can be largely controlled.