Siler Wealth Management
Solid, Objective Based Management
Siler Wealth Management (SWM) is a Central Florida based financial services firm that provides comprehensive professional investment management and consulting to high net worth individuals, small business owners, and institutional investors. As independent financial consultants, our goal is to provide high quality, unbiased, and objective investment advice to our clients through our state registered Investment Advisory, SDR Investment Management, Inc., dba Siler Wealth Management.
At SWM, we strive to build lifelong relationships with each and every client by implementing prudent investment portfolio strategies and exceptional client service. We believe a trusting relationship and attention to detail are important facets to helping our clients attain their financial goals.
Custody of Your Assets
At Siler Wealth Management, we are not custodians of your securities or cash positions. What’s more, we do not generate buy/sell confirmations or monthly statements. We use two of the largest brokerage firms in the world to provide our clients with the reporting they need and deserve. Clients have the opportunity to choose between TD Ameritrade and Charles Schwab for their back office and trading services. You will also have the ability to view your accounts and receive confirms and statements online through either firm.
Siler Wealth Gives Back
The Siler family donates a large amount of time and resources to several charities and organizations. Below are a few of the organizations that the Siler’s work with: