Silverlake Wealth Management
Overview
Silverlake Wealth Management is a private investment firm based in Williston, Vermont, specializing in comprehensive financial planning and investment advisory services. The firm offers a range of services, including financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisors. They cater to a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm's investment focus spans multiple asset classes, such as fixed income (debt and bonds), private equity, real estate, and venture capital. They engage in investments across various stages, including seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Their geographical focus is primarily within the United States, and they have experience across a wide array of industries, including technology, healthcare, financial services, consumer goods, energy, industrial, telecommunications, media, retail, transportation, utilities, materials, consumer services, business services, and real estate. Silverlake Wealth Management's investment philosophy emphasizes personalized strategies tailored to each client's unique financial goals. They aim to simplify clients' financial lives by providing objective advice and building long-term relationships. The firm measures its success not only in financial results but also in the loyal relationships established with clients and the positive impact made in their lives.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Silverlake Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Silverlake Wealth Management
What sectors does Silverlake Wealth Management invest in?
Silverlake Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Williston, United States. Silverlake Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Silverlake Wealth Management invest at?
Silverlake Wealth Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Silverlake Wealth Management invest in?
Silverlake Wealth Management invests across United States.
Who are the partners at Silverlake Wealth Management?
Team members listed for Silverlake Wealth Management include Gregory Steele (Managing Partner) and Thomas G. (Managing Partner).
What companies has Silverlake Wealth Management invested in?
Silverlake Wealth Management's portfolio includes Beta Technologies, Acme Corporation, Greenfield Industries, Summit Financial Group, Innovative Solutions, Horizon Health, Juno Enterprises and Kinetic Energy.
How do I contact Silverlake Wealth Management?
Silverlake Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
