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, Inc is a small, supported advisory firm serving individual and high‑net‑worth clients as well as some corporate accounts. The firm provides financial consulting, tax‑related planning guidance, and makes referrals to third‑party portfolio managers and insurance products rather than directly managing securities for clients. Rather than providing direct portfolio management, Silvestri arranges discretionary management through recommended third‑party advisers (notably AssetMark) and conducts due diligence and ongoing reviews of those managers as part of its advisory process. Recommendations are tailored to clients’ liquidity, tax considerations, risk tolerance, and time horizon, and the firm documents client‑imposed restrictions and model allocations when preparing plans. Notably, the firm periodically hosts free educational seminars and webinars aimed primarily at retirement‑age individuals, and the principals are licensed insurance agents who may offer commissionable insurance products such as fixed index annuities and life insurance—conflicts of interest that the firm discloses to clients. The firm also discloses that it may use third‑party lead generators and is compensated via fee‑sharing arrangements with the third‑party advisers it recommends, and it requires use of its chosen custodian platform for portfolio management.

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.