Financial planning is more than just about the bottom line. We work with you to determine your goals and dreams. We plan with purpose. By bridging the gap between financial and life planning, we help you design a program that connects your money with what matters most to you.
OUR PHILOSOPHY
At Silicon Private Wealth, you are at the center of everything we do. We have built our business platform by integrating the “Best in Class” planning and management tools. We draw upon a wide set of industry resources to customize a financial plan for what matters to you and your family. We execute the plan through a wide range of investment vehicles both public and private. Rather than just one fund group, we avail you of an array of opportunities. Our clients have the freedom to choose from many options.
THE ABILITY TO LISTEN
We know that our relationship to our clients must be based on active listening. We listen when you state your goals, your fears and your risk tolerance. Once we have ‘heard’ your goals, it is our job to implement a long term investment strategy and thesis that reflect your goals.
Our founder, Patricia Williams, is especially interested in listening to women who invest. As more women begin to manage their investment decisions, Pat believes it is imperative that we understand the challenges our female clients face.
WE DON’T SLEEP SO YOU CAN
Our co-founder, Scott Smith, said it best: “I want my clients to sleep well at night, and that may mean I don’t.”
The mistake many people make right now is to rely too heavily on ‘passive investing.’ While we are big fans of lower fees and modern market solutions like Index Linked Funds, you simply cannot expect higher returns, nor can you avoid the risks of market volatility unless your advisor is thinking every day about you, your portfolio and the overall market.
Doing well by
doing good.
Many people today want their portfolio to reflect their ethics.
We believe that we can, as smart managers, achieve both your social goals and high returns if that is important to you.
While socially conscientious investing is not for everyone, we have strategies available that allow you to personalize your portfolio in a way that reflects your own individual values.