The SiRiCa Wealth Management Group
Welcome to the SiRiCa Wealth Management Group. Our goal is to help you pursue and achieve yours.
"These days, clients are redefining 'retirement.' Often, it means a second career and new challenges--anything but sitting still. The SiRiCa Group can help you use your wealth to support new endeavors."
~ Todd Silaika, CFP®, CPWA® CAIA
Managing Director
Wealth Management Advisor
Portfolio Manager
*Please see Todd Silaika's biography for award disclosure. Barron's published on March 12, 2018. Rankings based on data as of September 30, 2017. Forbes' published on September 12, 2018. Rankings based on data as of June 30, 2018.
*Source: The Forbes "America's Top Wealth Management Teams High Net Worth" list, published on November 8, 2022. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes "America's Top Wealth Management Teams High Net Worth" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC.
At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation. During this educational event, we will:
- Provide you with timely information that you can consider to make informed decisions
- Share how Merrill advisors will strive to help you pursue your goals
With the presidential election around the corner we thought it would be appropriate to have a discussion around markets and elections. Joining The SiRiCa Group for this WebEx will be managing director, John Tousley from Goldman Sachs.
Please take note, we have allocated TWO time slots in hopes that you'll be able to fit this into your schedule.
Please also note: you will need to register for the event via the URL link. You can connect to audio via:
- Your computer or Ipad
- Entering your phone number in the "Connect to Audio" option and the conference line will call you directly
- Dialing the conference line information specific to each virtual event below from your phone
At Merrill, we are here to help you make thoughtful decisions. That's why we invite you to join us for this informative presentation. During this educational event, we will:
- Provide you with timely information that you can consider to make informed decisions
- Share how Merrill advisors will strive to help you pursue your goals
With the presidential election around the corner we thought it would be appropriate to have a discussion around markets and elections. Joining The SiRiCa Group for this WebEx will be managing director, John Tousley from Goldman Sachs.
Please take note, we have allocated TWO time slots in hopes that you'll be able to fit this into your schedule.
Please also note: you will need to register for the event via the URL link. You can connect to audio via:
- Your computer or Ipad
- Entering your phone number in the "Connect to Audio" option and the conference line will call you directly
- Dialing the conference line information specific to each virtual event below from your phone
CAIA®, CFP®, CPWA®
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.
