Vincent Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Sageguard Investment Advisory Services and Chesapeake Capital Management. In addition to his advisory role, he manages tax preparation services for individual federal and state tax returns annually. Silvestri Financial and Tax Advisors, Inc. provides financial planning, consulting, and tax-aware planning to individuals and corporations, including high-net-worth clients. The firm directs clients to third-party portfolio managers after due diligence and employs model allocations and tailored recommendations to align investments with client goals and risk tolerances.

Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. with five years of industry experience. He holds a Series 65 credential and has a background that includes 13 years at Booz Allen Hamilton, where he served as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial planning, consulting, and tax-aware planning services to individuals, including high-net-worth clients, and corporations. The firm primarily directs clients to third-party money managers after due diligence, using model allocations and tailored recommendations to align investments with client goals and risk tolerances.