A complete list of active advisors currently associated with Silverstone Private Wealth

Warmer can help you find a great advisor at Silverstone Private Wealth or one who fits your needs even better.

Silverstone Private Wealth provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals and high‑net‑worth clients. Services include ongoing asset management, customized financial plans, and access to third‑party portfolio programs for implementation and reporting. The firm builds investment programs around each client’s stated goals, time horizon and risk tolerance, using strategic asset allocation and periodic rebalancing and offering both long‑ and short‑term strategies. Account reviews are performed at least quarterly and the firm may implement tax‑aware actions such as tax‑loss harvesting when appropriate; clients can choose discretionary authority or retain approval over each trade. Distinctive features include operating at a small scale (roughly $1 million in assets across a limited number of client relationships) and an affiliated insurance business run by the firm’s principal that occupies a portion of advisor time and generates commission compensation, a disclosed potential conflict of interest. The firm also makes use of Orion Portfolio Solutions for some accounts, does not vote client proxies, and does not aggregate trades, practices that differ from many peers and can affect execution and reporting options.

To learn more about the advisors currently working at Silverstone Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jennifer Aguirre	Kingwood, TX	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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