Investment planning
Customized plans based on clients' goals and circumstances.
Silvercap Wealth Management
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About Silvercap Wealth Management
An independent investment management and financial planning firm. Silvercap Wealth Management offers integrated wealth management and customized plans informed by clients' financial goals and circumstances. Its process includes educating clients at each step and proceeding at their pace. The firm works with accumulators and families, pre-retirees, retirees, business owners, and agricultural clients. Services include investment management and retirement planning, with business-owner guidance covering diversification, tax strategies, and succession planning. For agricultural clients, the firm addresses tax strategies and estate planning. Silvercap also draws on a network of experts when a client's situation calls for related expertise, and takes a proactive approach to market and life changes.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Retirement focus
Planning and analysis for pre-retirees and retirees.
Business guidance
Support with diversification, tax strategies, and succession planning.
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