PLAN TO MAKE A DIFFERENCE
WHAT LEGACY WILL YOU LEAVE?
SilverRock Wealth Partners believes strongly in building not only customized, but comprehensive and complete financial strategies. We believe the financial plan is not complete until our clients cover all aspects of their financial goals—including smart charitable strategies and estate plans.
Estate planning and philanthropic giving are two very personal financial actions, and require a strong understand of an individual. Our dedication to personalized financial planning is never more apparent than when we work with our clients to realize their legacy goals.
Our Clients' Passions at Play
We are proud to share the work our clients are doing to make Charlotte, and beyond, a better place. We are thrilled to highlight efforts of The Steve Smith Family Foundation (pictured above) including Strike Out Domestic Violence and The Smith Family Wellness Center. Additionally, we are proud of the work Jonathan Stewart has undertaken with Charlotte-based Inspire the Fire and ProCamps and Samaritans Feet in his hometown of Lacey, Washington.