Contact Us Today!

(407) 831-8002

The Power of Tax-Deferred Growth Social Security: By the Numbers What Can a Million Dollars Buy You? Raise Your Retirement Income

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.

Download Our Whitepaper

Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.