Our Services
Investment Management
Tax-loss Harvesting,
Direct Indexing, & ESG Investing
Let our financial professionals invest, monitor, rebalance, and optimize your investments. We will determine your risk tolerance and find investment solutions that best achieve your investment objectives.
No minimums.
Financial Planning
Comprehensive Retirement,
Tax, & Estate Planning
Our expert financial planners will analyze your current financial situation and work with you to construct a tailored ongoing financial plan with action items and recommendations on how best to reach your goals.
Wills, Trusts, & Taxes
Tax Return Filing &
Estate Document Drafting
We have partnered with the amazing teams at XY Tax Solutions to provide tax services and Trust & Will to provide estate services to our clients. These services are available à la carte for all clients and are included free for our Wealth Management clients.
Investment advisory services are made available through Silverstone Financial LLC, a registered investment adviser.
Our Services Explained
We offer four core services to our clients. They can be bundled or chosen separately.
Investment Management: An investment management service for those interested in having a financial professional invest, monitor, and rebalance your investments for you. We offer direct indexing, automated tax-loss harvesting, and ESG / SRI investing. We have no account minimums, so you can open an account with as little as $100. This service includes one annual meeting with a financial advisor to review your investments together. Additional one-on-one meetings are available, as needed, at no additional cost. Available bundled or separately à la carte.
Financial Planning: A financial planning service that includes retirement planning, tax planning, estate planning, and more. This service includes an initial multi-meeting financial plan construction and then two ongoing annual planning meetings. Additional one-on-one meetings are available, as needed, at no additional cost. Available bundled or à la carte as a flat-fee financial planning subscription service.
Tax Return Preparation & Filing: A full-service tax return prep and filing service for those who want a team of experienced tax professionals to handle their taxes. We are partnered with the amazing team at XY Tax Solutions to provide tax services to our clients. Tax returns are available à la carte for all clients and start at $595. Individual tax return prep and filing is included for free for our Wealth Management clients (those with more than $500,000 invested with us).
Will, Trust, & Estate Document Drafting: In addition to planning, an estate document drafting service can be provided to create your last will & testament, trusts, power of attorney, and healthcare directives. We are partnered with Trust & Will to provide these services to our clients. Estate document drafting is available à la carte for all clients and costs between $150 and $850. Estate document drafting is included for free for our Wealth Management clients (those with more than $500,000 invested with us).
Comprehensive Wealth Management: A bundled all-inclusive wealth management service for clients with more than $500,000 of investable assets. This service includes an initial multi-meeting financial plan construction and then three ongoing annual review meetings. Additional one-on-one meetings are available, as needed, at no additional cost. Get all four of our services included for one simple and clear annual fee; Comprehensive Wealth Management includes:
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Investment Management
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Financial Planning
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Tax Return Preparation & Filing
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Will, Trust, & Estate Document Drafting
Schedule a free Consultation
Meet with a Financial Planner 1-on-1 for a complimentary, obligation-free consultation.
We will review your financial situation, answer any questions you may have, and explain our firm's offerings.