Services

The Wealth Management Services You Need

INTELLIGENT FINANCIAL SERVICES TAILORED TO YOUR GOALS

Stocks & Bonds

We are not required to offer clients proprietary investment products. We provide access to all traditional investment vehicles including Individual Equities, Mutual Funds, ETFs, Bonds and Cash Equivalent investments.

Financial Planning

We take a holistic approach to gathering information then develop a customized solution based on client risk profile and time horizon.

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.

Tax Aware Investing

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

PROFESSIONAL ATHLETES

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 is still working for them after their professional career.

Integrated Wealth Management

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

11325 N Community House Rd. #635 Charlotte, NC 28277

(704) 209-9340 Derek@silverrockwealth.com