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. provides financial planning, financial consulting, tax‑aware planning, and advisory referrals to individuals (including high‑net‑worth clients) and corporations. The firm also arranges for portfolio management through third‑party advisers and a sub‑advisor platform (AssetMark) and receives a share of advisory fees for clients placed on those platforms. Rather than managing individual client portfolios in‑house, Silvestri generally directs clients to outside money managers after conducting due diligence and uses model allocations and tailored recommendations to align investments with clients’ goals and risk tolerances. The firm documents client‑imposed restrictions, conducts at least annual reviews, and discloses that fee‑sharing with third‑party advisers can create conflicts of interest which it manages in client files. Distinctive features include periodic, no‑charge seminars and webinars aimed at retirement‑age attendees and principals who are licensed insurance agents who may offer commissionable insurance products, disclosures the brochure treats as potential conflicts. The firm recently added formal financial planning services as a material change, operates with a small adviser team and roughly $46.5 million in discretionary AUM, and does not execute client securities trading or take custody of client assets directly.

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.