The Silverstein Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We work to help you pursue your goals through personalized wealth management strategies.
Our mission is to address the wealth management needs of high net worth individuals, families & institutions. We work closely with clients to determine their needs and aspirations, taking the time to get to know you. Then developing a customized plan intended to help manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come.
CIMA®, CPFA®