Silverhawk Private Wealth

10/21/2026

10/16/2026

💡When you review your investments, do you also review which accounts hold them?

A regular brokerage account, a traditional retirement account, and a Roth account handle taxes
differently. Those differences can affect what you keep and how you access your money.

“Asset location” means considering which account holds which investment, alongside your
goals and withdrawal plans.

Before moving anything, review the potential taxes and account rules with your advisor and
CPA.

Curious how your accounts work together? Message us. 📩

09/07/2026

Hard work deserves a little time to unwind. ☀️

Wishing you a happy and relaxing Labor Day from all of us at Silverhawk Private Wealth!

08/16/2026

Please join us in wishing Davis Levy a very Happy Birthday! 🥳🎈

Davis, we hope your birthday brings you plenty of laughter, time with the people who mean the most, and a chance to enjoy all the things you love.

We’re grateful to have you as part of the Silverhawk team and are wishing you nothing but happiness and great memories in the year ahead. 🎉🎂

08/14/2026

Today, we’re celebrating Bryan Webb's 3rd anniversary at Silverhawk Private Wealth! 🎊

Bryan’s dedication goes beyond the work he does as a Private Wealth Advisor. It shows in the relationships he builds, the care he extends to others, and the way he shows up for his clients and colleagues each day. His presence has helped make Silverhawk a stronger team and a better place to be.

Bryan, thank you for choosing to spend these past three years with us. We’re grateful to have you as part of the Silverhawk team and look forward to celebrating many more milestones together! 👏🎉

08/12/2026

Help us wish Marla Morris a very happy 2nd anniversary with Silverhawk Private Wealth! 🌟

Marla’s kindness, dedication, and genuine care for others shine through in everything she does. From supporting our clients to being there for her teammates, she has made a meaningful impact on Silverhawk over the past two years.

Marla, we hope you know how much you are appreciated. Thank you for everything you do and for being such an important part of our team! 💐👏

08/10/2026

Celebrating Zach Green's 6th year at Silverhawk! 🎉

Zach’s leadership goes far beyond his role as Chief Growth Officer and Private Wealth Advisor. He leads with care, builds meaningful relationships, and has played an important part in helping our firm and our people grow.

Thank you, Zach, for your dedication and the countless ways you make Silverhawk better. Congratulations on six years! Here’s to many more memories and milestones together. 👏

07/24/2026

🎉 Happy 3rd Silverhawk Anniversary, Pascal! 🎉

Over the past three years, Pascal has been a dedicated and valued member of our team, bringing expertise, integrity, and genuine care to every client relationship he builds. His contributions have helped strengthen our commitment to providing exceptional financial guidance to the individuals and families we serve.

We look forward to many more years of growth and success together. Congratulations on this milestone! 🎊

07/15/2026

We'd like to take a moment to congratulate Bryan Webb on earning his Certified Financial Planner® designation! 👏

Becoming a CFP® requires years of commitment through rigorous coursework, a comprehensive exam, professional experience, and a dedication to lifelong learning. It's an achievement that reflects both expertise and a genuine commitment to serving others.

For clients, this designation provides confidence that they're working with an advisor who has met one of the highest standards in the financial planning profession and is committed to acting in their best interest.

Bryan, we're incredibly proud of all the hard work that brought you to this moment. Please join us in congratulating him on this well deserved accomplishment! 🎉

07/13/2026

Big congratulations to Shanna Templeton on earning her Certified Divorce Financial Analyst (CDFA®) designation! 🎉

This accomplishment reflects real dedication, hours of study on top of an already demanding career, all in service of helping clients navigate one of life's most difficult transitions with clarity and confidence.

As a CDFA®, Shanna now brings specialized expertise in the financial complexities of divorce: asset division, tax implications, long-term planning impacts, giving clients the insight they need to make sound decisions during an emotionally charged time.

We're incredibly proud of you, Shanna, and can't wait to see the positive impact you'll continue to make. Please join us in congratulating her on this outstanding achievement!👏