Siler Wealth Management (SWM) is an investment advisory providing strategies customized to help you manage your money and plan for your financial future. We accomplish this through financial planning and investment management. We are an investment alternative to your typical financial planner or stockbroker.
We provide investment management using highly disciplined and data driven strategies which seek to capture the optimal shifts in the market to maximize our clients' potential portfolio growth. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
We provide investment management using highly disciplined and data driven strategies which seek to capture the optimal shifts in the market to maximize our clients' potential portfolio growth. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Services
Over the years, we have found that a collaborative approach is an effective method to help guide our clients, all of which have a variety of needs, as they navigate the complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Siler Wealth Management has one mission: to bring the experience of an institutional money management firm to the individual or corporate client, who may not normally be able to have access to the big Wall Street money managers. Whether the solution incorporates equity investments, fixed income, mutual funds, insurance products, or a balanced mix, Siler Wealth Management will work with you, the client, to design a suitable portfolio.
This means we are legally obligated to act in our clients best interests at all times. Make sure when you are looking for retirement advice, that you ask if your potential advisor has this certification. We chose to get this because its the right thing to do. Our advisors have a over a combined 50 years of experience in our office.
A well-balanced portfolio means that you have your assets distributed across several different asset classes to avoid the "all your eggs in one basket" problem. By diversifying across asset classes, you can reduce the risk of your overall portfolio. The goal is to own assets that are uncorrelated, meaning that they don't move in the same direction or the same degree.
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