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.

It is our job to ensure your wealth lasts not only their lifetime, but for generations to come. This is a responsibility we take very seriously.


Estate Planning

One of our primary goals as a financial advisor is to create a plan that allows clients to live the life they want, while protecting their wealth for future generations. A strong estate plan is key to preserving wealth, creating a stress-free transition of wealth, and to enjoying peace of mind today.

Philanthropic Endeavors

Many SilverRock clients choose to create trusts, scholarships, and private or community foundations as a way to see their wealth make an impact in the communities they love. We understand the tax implications of each, and will ensure your money, and time, will make the deepest impact possible.

Charitable Giving

From detailed plans to smart giving tips, our SilverRock Wealth team is here to ensure you make the most of your charitable choices. Not surprisingly, a Univ. of Indiana study found over 94% of high income households give to charity. Donating not only fuels passion and helps the world, it has strong tax incentives, as well.

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.

See the Impact Steve Makes For Domestic Violence Victims

Video by CLTure Media

Watch Jonathan Give Back to His Hometown