Silverman LeGate Advisory Group, LLC, is a caring team of professionals passionate about helping individuals make wise financial decisions. We strive to earn your trust and friendship while delivering comprehensive services with the highest level of integrity and competence.
We work to establish deep relationships with clients and their families that last for generations. Comfortable and open communication based on mutual respect and the willingness to have honest dialogue allows us to customize your portfolio to fit your particular situation. We ask probing questions to help decipher your true needs, goals and dreams and work to ensure our clients have a complete understanding of our strategies before moving forward.
As an independent advisor, we have the freedom to access products and services intended to help achieve your goals as we navigate through the planning process. We are committed to taking care of you and will carefully work through any rough spots by drawing on our 50 plus years of combined experience. Together we will work diligently to help create your legacy.
Our full-service approach includes an array of services in addition to wealth management in areas including, but not limited to: tax planning, cash flow, risk analysis, retirement plans, budgeting, extended family financial counseling, estate planning, executive benefits and action/goal setting. Our comprehensive service also includes coordination and facilitation with other professionals such as attorneys, insurance professionals and lending institutions. Excellent communication is vital to help ensure all areas work together in concert.
We limit the number of people with whom we work to ensure we can provide you and your family with the time and attention you deserve. Our main focus is on you, the client, and we look forward to sharing our knowledge, skills and dedication with you.
Silverman LeGate Advisory Group, LLC Partners
BBA Accounting-University of Texas.
Larry has 38+ years of financial planning and tax practice.
Texas Monthly Five Star Wealth Manager Award 2015 and 2016*
D Magazine’s List of Best Financial Planners in Dallas 2006**
Executive Council of Advisors with LPL Financial, the apex of recognition…
Client Relationship Manager
*Based on research conducted by Five Star Professionals to determine the extent to which the advisors meet the following criteria: credentialed as a registered investment adviser or a registered investment adviser representative, active as a credentialed professional in the financial services industry for a minimum of 5 years, favorable regulatory and complaint history, fulfilled their firm review based on internal standards, accepting new clients, one and five year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served, a FINRA registered representative, and education and professional designations.
**Based on D Magazine asking every CFP® in Dallas-Fort Worth chapter of the Financial Planners Association to cast an online ballot. Outside-firm votes counted more than inside firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the final list.
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