Services

The Wealth Management Services You Need

INTELLIGENT FINANCIAL SERVICES TAILORED TO YOUR GOALS

Stocks & Bonds

At SilverRock, we are not required to offer clients proprietary investment products. We provide access to all traditional financial services including equities, fixed income and cash equivalents.

Financial Planning

We take a holistic approach to gathering information then develop a customized solution utilizing a low volatility, risk-managed approach.

Philanthropic & Estate Planning

With wealth comes opportunity and complexity. Our team is here to help you not only enjoy your wealth today, but make an impact on your family and the causes you hold dear.

Private Real Estate/Private Equity

We specialize in exclusive private real estate and private equity opportunities that add a unique value to our clients’ portfolios that traditional products simply can’t offer. 

Tax Planning

Managing your tax exposure is a vital part of building an investment portfolio.  We are constantly reviewing your tax situation when evaluating the portfolio.  

Athlete Wealth Management

Professional athletes have unique career spans and earning windows that come quite early in life. Our team works with athletes at all stages of their careers to ensure what they earn today can last a lifetime.

Integrated Wealth Management

Call, email or use the form below to take your first step towards expert wealth management with SilverRock Wealth Partners.

5821 Fairview Rd., Ste. 114 Charlotte, NC 28209
(704) 209-4992 info@silverrock.com