Welcome to SilverBirch Wealth Management
Financial decisions can feel complex, but you don’t have to navigate them alone. Whether you’re planning for retirement, growing your wealth, or preparing for a major transition, having the right strategy in place makes all the difference.
At SilverBirch Wealth Management, we provide expert guidance and long-term financial strategies for individuals and families who want to make informed, confident decisions about their future.
If you’re looking for personalized advice, we’d love to connect. If you’re still building your wealth, we’re happy to refer you to trusted professionals who can support your journey.
Who We Work With
We work with individuals and families with $1 million or more in investable assets, including:
Retirees looking to preserve and manage what they’ve built
Families aiming to protect and grow for the next generation
Professionals and executives navigating complex financial decisions
Business owners preparing for succession or retirement
Not quite there yet? We’re happy to connect you with trusted professionals who can help you build your financial foundation.
Why People Work With Us
Independent & Fiduciary Advice
As independent portfolio managers, we are held to a fiduciary standard and are legally and ethically required to act in your best interest. Unlike advisors who work within the bank’s framework, we have full access to the marketplace and build strategies based solely on what’s right for you.
Personalized Planning for All of Life’s Milestones
Whether you’re growing a business, planning for retirement, selling a company, or building a legacy for the next generation, we create financial strategies that evolve with you. We take the time to understand your priorities, both personal and financial, so your plan supports your life today and adapts to the opportunities and challenges ahead.
A Lasting Relationship Built on Trust
We believe financial advice should feel like a partnership, not a transaction. By working with a select number of clients, we’re able to offer dedicated attention, personalized advice, and continuity you can count on through every phase of life.
Next Steps: Let’s Start with a Quick Conversation
Whether you’re interested in working together or looking for a trusted referral, it all starts with a 15-minute consultation. This gives us a chance to understand what you need and how we can help.
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