The Silverman Han Group
The Silverman Han Group, based in Boston, focuses on fulfilling the unique requirements of busy professionals and their families. Our mission is to clarify the process of achieving your financial and life goals with a customized wealth management strategy. We believe in the importance of portfolio risk control, responsiveness to opportunities in the market, and an approach which provides seamless access to our top-ranked firm wide resources.
We take pride in our high standard of client service and can pursue a comprehensive approach to fulfill wealth-management, philanthropic and wealth transfer needs, while offering advice and guidance for:
• Income and asset preservation
• Retirement income strategies
• Tax efficient investing
• Executive services related to equity stock compensation
• Life insurance analysis and funding
• Liability management
• Healthcare costs in retirement
• Guidance through significant life events
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
