Financial Management

Our experienced financial advisors take a personalized approach to your financial planning and wealth management.

Exclusive Investments

In addition to traditional investment opportunities, SilverRock specializes in finding exclusive real estate and private equity investments.

Trusted Estate Planning

We look at your entire financial picture to create a plan that will transfer the maximum value to the people and causes you hold dear.

Tax-Aware Investing

Proper tax management and tax-aware investing is vital to an overall financial strategy and your ability to grow and protect your wealth.

We help our clients to build, preserve and, most importantly, enjoy their wealth.

– DEREK COPELAND, PRESIDENT & CEO

SilverRock Wealth Partners serves high net worth families, business professionals, entrepreneurs and professional athletes. We specialize in providing highly personalized and proactive financial and investment services. As Independent Registered Investment Advisors, we are not tied to any proprietary investment vehicles. Your SilverRock financial advisor places your interests first and manages your money as if it was our own.

Tried. Tested. True Results.

THE SILVERROCK PATH TO WEALTH MANAGEMENT

"An In-Depth Approach"

No two people are alike, nor is their financial plan. Rather, SilverRock takes an in-depth approach to understanding our clients, their current financial situation, plus all relevant long- and short-term goals. Your financial advisor will know not only what is important today, but decades in the future.

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"We Understand Our Clients"

Once we understand our clients, we turn our attention to their current financial situation. We analyze their current assets, liabilities and investment strategy against the needs and goals previously identified.

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"Open Investment Architecture"

Based on the gathered information, SilverRock Wealth develops a customized plan using an open investment architecture. We utilize traditional investments including active and passive strategies alongside our non-traditional solutions like direct access to commercial real estate and private equity/debt.

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"Full Service Wealth Management"

As a full service wealth management and advisory firm, SilverRock Wealth will take the lead role in executing the agreed upon strategy, all the while keeping you, the client, well informed of progress.

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"Proactively address any new needs"

Comprehensive financial planning means continual planning. After implementation, SilverRock will closely monitor your account, discuss progress with clients and proactively address any new needs that arise. We compare your portfolio performance with your needs and goals in order to gauge what adjustments need to be made. 

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The SilverRock Athletic Advantage

SilverRock Wealth Partners specializes in professional athlete wealth management and advising. We believe in educating and empowering our athletes while creating a portfolio and plan that will capitalize on their unique earning window.

Budgeting | Retirement Planning | Long- & Short-Term Investments | Tax Planning | Philanthropy   

The personalized approach to wealth management.

Schedule Your Complimentary Consultation Today.