SilverLake Wealth Management

SilverLake Wealth Management SilverLake Wealth Management was established in April of 2002 with the goal of providing objective a

Opinions and comments expressed by Facebook Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Investment advice offered through SilverLake Wealth Management LLC, a registered investment advisor. Third party posts found on this profile do not reflect the views of SilverLake Wealth Management and have not been re

viewed by SilverLake Wealth Management as to accuracy or completeness. For a list of states in which I am registered to do business please visit www.silverlakewealth.com. Other important disclaimers can be found at https://loom.ly/u8yMYyM

New chapter, new responsibilities — and a great time to build strong financial habits. 🎓Here are a few financial basics ...
06/22/2026

New chapter, new responsibilities — and a great time to build strong financial habits. 🎓

Here are a few financial basics every new grad should know:
✔️ Create a monthly budget
✔️ Start building an emergency fund
✔️ Understand student loan repayment options
✔️ Begin saving for retirement early
✔️ Use credit wisely and pay balances on time

Schedule a FREE, no-obligation meeting with our experienced team!
☎️ (802) 857-5083
🖥️ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Happy Father's Day to all the dads, grandfathers, and father figures who work hard to build strong futures for their fam...
06/21/2026

Happy Father's Day to all the dads, grandfathers, and father figures who work hard to build strong futures for their families. 💙

Disclaimers: https://loom.ly/ZFP1RjM

Asset Class: A specific category of investments that share similar characteristics and tend to behave similarly in the m...
06/17/2026

Asset Class: A specific category of investments that share similar characteristics and tend to behave similarly in the marketplace.

📘 Visit our website at https://loom.ly/3lbKM1Y to see our complete Financial Glossary.

Disclaimers: https://loom.ly/ZFP1RjM

Today we honor the stars and stripes that represent the freedom, unity, and resilience of our nation. Happy Flag Day! 🇺🇸...
06/14/2026

Today we honor the stars and stripes that represent the freedom, unity, and resilience of our nation. Happy Flag Day! 🇺🇸

Disclaimers: https://loom.ly/ZFP1RjM

Myth! 🚫 Small savings can make a BIG difference over time — especially when you start early. Consistently saving, even i...
06/11/2026

Myth! 🚫 Small savings can make a BIG difference over time — especially when you start early. Consistently saving, even in smaller amounts, can help build a stronger financial future thanks to the power of long-term growth and compounding.

A good goal is to save toward retirement while still covering essentials like housing, bills, groceries, and everyday expenses. Even if you can’t hit your ideal savings target right away, starting now and gradually increasing your contributions over time can help you stay on track toward your goals.

Schedule a FREE, no-obligation meeting with our experienced team!
☎️ (802) 857-5083
🖥️ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

For many people, the answer includes a combination of Social Security, retirement accounts, personal savings, investment...
06/09/2026

For many people, the answer includes a combination of Social Security, retirement accounts, personal savings, investments, and long-term planning. The key is having a strategy that helps all the pieces work together.

No matter what retirement looks like for you, planning today can help create more financial freedom tomorrow.

Schedule a FREE, no-obligation meeting with our experienced team!
☎️ (802) 857-5083
🖥️ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

06/05/2026

No matter where you are in your financial journey, having the right team and strategy in place can make all the difference. At SilverLake Wealth Management, we offer a wide variety of services designed to help you work toward your financial goals with confidence.

From investment management and retirement planning to insurance, tax planning, estate strategies, and business services, our team takes a personalized approach tailored to your unique needs and future goals.

Schedule a FREE, no-obligation meeting with our experienced team!
☎️ (802) 857-5083
🖥️ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Just like safety matters in everyday life, financial safety matters for your future. During National Safety Month, it’s ...
06/02/2026

Just like safety matters in everyday life, financial safety matters for your future. During National Safety Month, it’s a great reminder to make sure your financial foundation is protected.

From insurance coverage and emergency savings to retirement planning and risk management, having the right strategy in place can help you feel more prepared for whatever life brings.

Schedule a FREE, no-obligation meeting with our experienced team!
☎️ (802) 857-5083
🖥️ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Estate planning isn’t just for later in life—it’s for right now. Here are six moves everyone should make, no matter your...
05/29/2026

Estate planning isn’t just for later in life—it’s for right now. Here are six moves everyone should make, no matter your age:

✔️ Create a will
✔️ Name beneficiaries
✔️ Establish powers of attorney
✔️ Set up healthcare directives
✔️ Review and update regularly
✔️ Consider a trust if it fits your needs

A solid plan today can make all the difference tomorrow.

Disclaimers: https://loom.ly/ZFP1RjM

On Memorial Day, we honor and remember those who gave everything for our freedom. 🇺🇸Disclaimers: https://loom.ly/ZFP1RjM
05/25/2026

On Memorial Day, we honor and remember those who gave everything for our freedom. 🇺🇸

Disclaimers: https://loom.ly/ZFP1RjM

Address

33 Blair Park Suite 100
Williston, VT
05495

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18028575083

Website

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