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SilverLake Wealth Management

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Williston, VT
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

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

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

05/25/2026

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

Disclaimers: https://loom.ly/ZFP1RjM

05/22/2026

It’s not just about spreading your money across different investments. It’s about building a strategy where each piece of your portfolio works together—balancing risk, capturing opportunity, and adapting to changing markets.

Intelligent diversification helps reduce unnecessary risk while positioning you for long-term growth.

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

Disclaimers: https://loom.ly/ZFP1RjM

05/20/2026

🎉 Congratulations to Managing Partner, Greg Steele on his two-year anniversary with SilverLake Wealth Management. Greg’s Wall Street connections and industry insight have been a valuable part of our continued growth and success. We’re grateful to have him on the team and look forward to the next decade and beyond!

Disclaimers: https://loom.ly/ZFP1RjM

05/19/2026

Putting money aside is a great start, but without a clear goal and strategy, it’s hard to know if you’re truly on track. Are you saving with purpose? Is your plan aligned with your future lifestyle, retirement goals, and unexpected expenses?

The difference between “saving” and “saving enough” comes down to having a plan that works for you.

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

Disclaimers: https://loom.ly/ZFP1RjM

05/16/2026

The tax treatment is different. The rules are different. And the right choice depends entirely on your situation. A Roth IRA offers tax-free withdrawals in retirement, while a Traditional IRA may provide upfront tax advantages today—but what matters most is how it fits into your overall financial picture.

A quick breakdown can help you think it through—but a personalized strategy can make all the difference. Let SilverLake Wealth Management help you choose the path that aligns with your goals.

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

Disclaimers: https://loom.ly/ZFP1RjM

05/13/2026

If you have assets—a home, a retirement account, a car—you have an estate. Yet many people don’t have even a basic will in place. That can lead to unnecessary stress, delays, and decisions being made by the courts instead of you.

A simple plan can go a long way in protecting what you’ve built and the people you care about most. Let’s talk about why it matters—and how to get started.

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

Disclaimers: https://loom.ly/ZFP1RjM

05/10/2026

Happy Mother’s Day to all the incredible moms, grandmothers, and mother figures who do so much every day. 💐

Disclaimers: https://loom.ly/ZFP1RjM

05/07/2026

62 vs. 67 vs. 70—the timing of your claim can have a major impact on your total lifetime income. While it might be tempting to start early, waiting could mean significantly higher monthly benefits. The truth is, there’s no one-size-fits-all answer—but there is a right answer for you.

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

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

http://silverlakewealth.com/

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