WHAT MAKES US DIFFERENT
Our philosophy at SLA Group, LLC is simple. We want to get to know you well to help achieve the future you envision for your family. Our comprehensive approach is custom-tailored and attentive. We offer decades of experience that we dedicate to crafting thoughtful and innovative financial plans. Our relationships last for generations and encompass people in all stages of life. We work to anticipate life events and continually update and review plans to help address changing needs. Education is an important part of our service as we strive to ensure clients understand and are comfortable with all strategies and actions before moving forward.
What do we mean by comprehensive? We take our responsibility to create your legacy very seriously. For this reason we offer 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 full-service approach 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.
With Silverman LeGate Advisory Group, LLC, you can expect a customized boutique style experience with large company support. We enjoy working with a small and select group of clients desiring comprehensive service. When choosing investments consistent with your risk tolerance and designed to help reach your goals, we fully utilize our extensive resources such as those at LPL Financial© and Dorsey Wright©. Contact us at your convenience with questions or for more information.
Note: Dorsey Wright is not affiliated with LPL Financial.
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