About Silverlake Wealth Management LLC
SilverLake Wealth Management LLC is a dedicated financial advisory firm based in Williston, VT, committed to helping individuals and small businesses achieve their financial goals. Specializing in comprehensive wealth management, the firm offers expert guidance on retirement planning, tax strategies, estate planning, and high-net-worth portfolio management. With a focus on securing clients' legacies for future generations, SilverLake Wealth Management LLC provides personalized solutions tailored to diverse financial needs. The team assists small businesses in positioning themselves for growth and helps individuals strike a balance between work and leisure through effective lifestyle planning. As a registered investment advisor, SilverLake Wealth Management LLC prioritizes client success and offers a wide array of services designed to foster long-term financial well-being and peace of mind.
Website: https://www.silverlakewealth.com/
Founded: 2002
Employees: 12
Office Locations
- Williston, VT (Headquarters)
Services Offered
- 3(38) Investment Manager
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $656.4M