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| Our Approach |
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| Our comprehensive and dynamic approach to managing your wealth utilizes proprietary methods to understand your challenges, clarify your goals, and provide thoughtful, personalized solutions.
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| We begin each Silver Bridge client relationship with a disciplined discovery process that focuses on getting to know you and your family. Our detailed inquiry includes gathering critical information that you will need to manage your financial life today and in the future. It also leverages the proprietary Silver Bridge framework covering the “10 Key Money Matters” that allows us to: |
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- Assess your current financial position
- Review your current risk protection strategy
- Define your wealth and legacy goals
- Determine your risk tolerance using our proprietary risk framework
- Evaluate your financial resources
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| Your Silver Bridge Client Advisor will analyze the data and information gathered during the Discovery phase so that he or she may develop an optimal plan for you and your family. During this planning process, your client team may: |
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- Analyze your current financial position in relation to your goals
- Examine cash flows and develop a customized financial plan
- Review estate plans currently in place and develop customized recommendations that align with your objectives
- Determine the optimal asset allocation, as well as asset location, for your investments and holdings
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| Your Client Advisor will develop a customized plan with a personalized roadmap of strategies. We design all of our strategies to work in harmony, helping you to achieve your goals within specific timelines. As appropriate, your Client Advisor will also prepare: |
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- An action plan that addresses your financial, wealth transfer, and legacy goals
- An investment policy statement, supported by a transition plan for your investments
- A financial organization system that helps you to store and find important personal information to effectively manage your financial life and address emergency situations
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| We are committed to implementing your customized plan in a seamless manner. To that end, our client team will coordinate and oversee all of the required resources, both internal and external. Our team of seasoned professionals has extensive experience working with external advisors, including those you may already have in place and with whom you wish to continue to work. We also have access to industry leading partners to assist, as appropriate, with the implementation of your plan. |
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| As part of the ongoing administration of your relationship, we provide a range of services that include: |
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- Recordkeeping
- Document management and storage
- Updates to your financial organization system
- Customized reporting which provides critical information to help you make well-informed decisions.
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| We continuously monitor and review how the strategies we implemented are performing, while taking into account any changes in your life, family situation and the external environment. Our assessment of the external environment includes monitoring economic and market conditions, as well as changes across the legal and regulatory landscapes. Our dynamic and forward-thinking process allows us to stay at the forefront of issues, which we believe are critical in today’s complex and constantly changing environment, and make recommendations to modify your plan so you may achieve your wealth and legacy goals. |
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Ongoing communication, collaboration, and education are the cornerstones of our
relationship with you. At Silver Bridge, we offer a comprehensive set of educational
programs that may be customized to the specific needs of your family, and an array
of resources to provide you with the knowledge to make sound
decisions for your family throughout your life.
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