401(k)
and 403(b)
Advisory
& PLAN SPONSORS
and acts as an Advisor in a Co-Fiduciary capacity with the Plan Sponsor. SilverStone Asset Management can take on many of the roles and responsibilities required of the Fiduciary, placing our clients in a better position to run their business.
Learn MoreWe believe we bring a focused perspective to our clients – While many advisors dabble with retirement plans – this is our area of expertise and is what separates us from many other financial professionals.
Learn Moredefined contribution experience. With our knowledge of investment advisory services, plan administration and compliance, we become a single point of contact for our clients.
Learn Moreof private wealth management. It involves an active dialogue throughout a client’s lifetime and is a dynamic process from the very beginning.
Learn MoreFrom accumulation strategies to distribution strategies during a client’s financial life, we offer custom solutions to address client needs. When making investment suggestions, we first define the overall family allocation objective. Once defined, we make specific suggestions on an account-by-account basis in order to construct a tax-efficient allocation with the overall family allocation objective.
Learn Morehere to help our clients sort through a multitude of financial questions, identify potential solutions and develop a plan to help them realize their financial goals. We value continuing education and routinely attend various conferences to confirm that our advice is both current and keeping up with the industry standards.
Learn Moreinvestors and corporate retirement plans since 1992. SilverStone Asset Management, an independent Registered Investment Advisory (RIA) firm, was established in 2004 by its principal owner, SilverStone Holdings Incorporated. SilverStone Asset Management was registered with the Securities and Exchange Commission in 2012.
Learn MoreAs experts in the marketplace, it's our job to cut through the clutter to provide the knowledge and guidance needed to move an organization toward greater success.
Learn MoreWith more than 35 years of experience working with qualified retirement plans and 20 years of management experience, Carol plays… More