Private Client Services
It takes hard work to achieve your financial goals. Taking the responsibility of managing your assets now can help ensure the future for you and your family. At SilverStone Group we can help you protect and enhance your financial well-being, build net worth and manage risk. Your peace of mind is our goal. And we'll be here for you every step of the way, from customized strategy design to final implementation.
Estate Planning. SilverStone Group wants to ensure that you achieve all of your personal objectives. We understand the wealth preservation and estate planning challenges facing successful individuals. Our estate planning experts develop innovative strategies designed to help supplement and protect income, reduce taxes and preserve and grow your assets for future generations. 
Retirement Consulting. Business owners and executives sometimes become so involved with their hectic business lives that they fail to plan for their own retirement. SilverStone Group assists clients to plan for retirement by designing cash flow models, projecting income and expenses and reviewing both qualified and nonqualified retirement plans. You work hard and deserve your retirement. We can help you maximize this valuable financial asset.
Investment Consulting. SilverStone Group's reputation was built by delivering steadfast investment advice tailored to meet diverse client needs. Whether you're planning your next business endeavor or how to financially secure your retirement, a personal advisor will develop a plan that clearly reflects your personal preferences, investment objectives, risk tolerance, time horizon and cash flow.
Personal Insurance. SilverStone Group provides a broad range of personal insurance policies to help prepare for life's uncertainties. Our representatives work with you to assess your needs and exposures, and then design a customized, comprehensive program to fit those needs. Confidentiality is our priority -- with SilverStone Group, you can rest assured that your personal matters will remain private.
Family Office Services. For years, wealthy families in the United States maintained their own Family Offices to manage every aspect of their finances -- including full-time accountants, attorneys and money managers. SilverStone Group offers a "family office" service to select individuals, utilizing existing advisors and coordinating all aspects of financial planning including -- budgeting, tax planning, investments, insurance, retirement planning, cash management, charitable giving and estate planning. These services are provided at a fraction of the cost of traditional Family Offices, and are ideally suited to retirees, widows and beneficiaries.
Securities and Investment Advisory Services Offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. SilverStone Group is independently owned and operated.