Commitment to Transparency

Successful investors are usually the best informed.

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 Office DogSilverPeak 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:

  • Regular face-to-face meetings to review investments and personal finance.
  • Easy-to-understand quarterly reports that show performance.
  • A living retirement plan that changes with your circumstances.
  • Client education events on timely subjects.

Transparency and Security

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.

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Recent News
“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.

Fees Matter

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.

  • Higher costs can significantly depress a portfolio’s growth over long periods.
  • Costs create an inevitable gap between what the markets return and what investors actually earn—but keeping expenses down can help to narrow that gap.
  • Lower-cost mutual funds have tended to perform better than higher-cost funds over time.
Full Disclosure: SilverPeak Wealth’s annual disclosure document & privacy policy (Form ADV)

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