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The Power of Tax-Deferred Growth Should You Invest in Exchange Traded Funds? Inflation and Your Portfolio How to Retire Early

A Dynamic Investment Alternative Custom Tailored for the High Net Worth Client

Siler Wealth Management (SWM) is an investment advisor providing strategies customized to help you manage your money and plan for your financial future. We accomplish this through financial planning and investment management. We are an investment alternative to your typical financial planner or stockbroker. We provide investment management using highly disciplined and data driven strategies which seek to capture the optimal shifts in the market to maximize our clients’ potential portfolio growth.

Traditionally, and still today, most investment advisors limit their asset allocation to a mix of stocks, bonds, and cash. At Siler Wealth Management, we feel that while you do need to include stocks, bonds, and cash, there are many other choices that must also be considered. Using different asset classes, especially those that are non-correlated to the stock market, can help to lower volatility without eliminating competitive earnings potential. This may include alternative investments that historically have been a mainstay in the Endowment investing model. Many major universities have been using alternative investments along with traditional asset classes for years. We adapt the basis of this principle when constructing portfolios for our individual clients.

We can bring the experience of an institutional money management firm to you, the individual or corporate client. Most clients would not normally have access to the big Wall Street money managers. As our client, you have the opportunity to invest similarly to some of the nation’s largest institutions and still get the one-on-one service you deserve.

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Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.