Our Process

Integrated Wealth Management

Client involvement is at the core of our wealth management process and is key to a positive experience. We use our trusted financial planning process of determining current and long-term needs to develop a personalized investment plan. We specialize in offering unique and exclusive direct investment opportunities in real estate and private equity. We take into consideration current & future needs, tax implications, liquid & illiquid assets, risk tolerance along with many other personal details before building your portfolio.

STEP 1:

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. We want to know not only what is important today, but decades in the future.

STEP 2

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 identified earlier.

STEP 3

Based on 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.

STEP 4

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.

STEP 5

As a full service wealth management and advisory firm, we don’t stop once the plan is prepared. SilverRock Wealth Partners can help in consolidating assets, assist with estate planning, introduce you to exclusive investment opportunities and more.

Your Financial Management Matters

To learn more about our process, take a moment to complete this form.