At Silverberg Wealth Management we understand that each client's financial situation and goals are different and change over time. We offer financial planning and investments to help you succeed through all life cycles. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed Web sites or their respective sponsors.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy. Although we assume the information is factually accurate, we are not responsible for the content as we are not affiliated with and do not endorse, authorize or sponsor any of the listed Web sites or their respective sponsors.
Services
With over 20 years of extensive experience, his attention to detail and high standard of customer service is thorough and admirable. Gregg is a great addition to the team, he spends a lot of time with portfolio analysis and meeting with his clients. Dana Toth is a Financial Advisor Administrative Assistant with over 18 years experience in the financial industry.
Changes in life that affect your financial future, such as a career change, marriage, retirement, loss of a spouse, birth of a child, etc. How can I make sure my estate is left to family members, and does not get depleted by probate court and government taxes?. Can we afford college tuition for our children-and how do we save for this, knowing how much tuition is spiraling?.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Reviews (1)
Joyce R.
Oct 09, 2017
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I have been investing through Silverberg Wealth Management for 5 years. My financial advisor Marcus Silverberg has been great. He's so much better than my last investment advisor! Marcus has always listened to my needs and kept a close eye on my investment activity. He has found investments that satisfy my requirements for low risk and hi yields. He makes suggestions and then never pressures me. My portfolio has grown and so has my bottom line. I highly recommend him for retirees and anyone else.
