A complete list of active advisors currently associated with Silvestri Financial and Tax Advisors, Inc

Warmer can help you find a great advisor at Silvestri Financial and Tax Advisors, Inc or one who fits your needs even better.

Silvestri Financial and Tax Advisors provides financial planning, financial consulting, and tax‑related advice to individuals (including high‑net‑worth clients) and corporate clients. The firm also recommends third‑party portfolio managers, offers insurance product recommendations such as fixed index annuities and life insurance, and periodically hosts free educational seminars and webinars primarily aimed at retirement‑age attendees. SFATAI does not manage client portfolios directly; it conducts client interviews, tailors financial plans and model allocations, and directs discretionary asset management to selected third‑party advisers through the AssetMark platform while performing due diligence on those managers. Investment guidance is focused on traditional asset classes — individual equities, mutual funds, ETFs, fixed income (including TIPS), and non‑U.S. equities — and client accounts are reviewed at least annually or upon material changes in circumstances. What is distinctive about the firm is the combination of advisory and licensed insurance activities, together with a fee‑sharing referral arrangement with AssetMark that the firm discloses as a potential conflict of interest, and the firm’s preference to place portfolio management with third parties rather than manage accounts in‑house. The firm also provides no‑cost seminars and has recently formalized financial planning as an offering, features that are less common among peers in its category.

To learn more about the advisors currently working at Silvestri Financial and Tax Advisors, Inc, 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.