Silverlake Wealth Management LLC
SilverLake Wealth Management LLC is an independent, locally owned investment adviser firm headquartered in Williston, Vermont. Founded in 2005, the firm provides unbiased financial advice, custom financial planning, investment management, and related services for a variety of clients including individuals (both high net worth and non-high net worth), small businesses, retirees, and charitable organizations. With approximately 12 employees and over 200 years of collective experience, SilverLake Wealth aligns its interests with those of its clients, focusing on objective advice and long-term client relationships.
Investment Strategy
SilverLake Wealth Management creates tailored financial strategies to align with each client’s goals and needs, emphasizing unbiased, objective advice. Their portfolio management leverages a broad range of investments—including stocks, bonds, ETFs, mutual funds, and alternative asset classes—with thorough analysis to match investment objectives and risk tolerance. The firm integrates financial planning, retirement and estate planning, and tax strategies, prioritizing fiduciary duty and holistic wealth management for individuals, high net worth families, and select institutions.
Top Holdings
Equity Positions (314)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.05% | $24.3M | 48,779 | $360.98 | $497.41 | +$7.1M |
A AAPL | APPLE INC | 3.52% | $12.1M | 59,026 | $183.74 | $205.17 | +$920.0K |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.08% | $7.2M | 24,309 | $139.54 | $294.78 | +$1.3M |
P PG | PROCTER AND GAMBLE CO | 1.80% | $6.2M | 38,841 | $162.63 | $159.32 | -$101.0K |
V VZ | VERIZON COMMUNICATIONS INC | 1.58% | $5.4M | 125,700 | $45.17 | $43.27 | +$72.8K |