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

As we head into a new season, now is a great time to pause and check in on your financial goals. ๐Ÿ‚ Are you on track for...
09/02/2026

As we head into a new season, now is a great time to pause and check in on your financial goals. ๐Ÿ‚ Are you on track for where you want to be? A fall financial review can help you revisit your priorities and prepare for the final stretch of the year.

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Fall is the perfect time to give your finances a fresh look before the busy holiday season arrives. Review your goals, r...
08/31/2026

Fall is the perfect time to give your finances a fresh look before the busy holiday season arrives. Review your goals, revisit your budget, and make any adjustments needed now so you're better prepared for year-end expenses and the months ahead.

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Back-to-school season can bring more than just new routinesโ€”it can also bring extra expenses. ๐ŸŽ’๐Ÿ“š Planning ahead with a b...
08/29/2026

Back-to-school season can bring more than just new routinesโ€”it can also bring extra expenses. ๐ŸŽ’๐Ÿ“š Planning ahead with a budget for supplies, clothing, activities, and other costs can help keep your finances on track while reducing stress.

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Saving for your childโ€™s education while preparing for retirement can feel like a balancing act. ๐ŸŽ“๐Ÿ’ผ Finding the right app...
08/25/2026

Saving for your childโ€™s education while preparing for retirement can feel like a balancing act. ๐ŸŽ“๐Ÿ’ผ Finding the right approach means understanding your priorities, creating a realistic plan, and making choices that support both your familyโ€™s future and your own financial goals.

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Life changes often bring new financial considerations. Whether youโ€™re getting married, entering retirement, receiving an...
08/22/2026

Life changes often bring new financial considerations. Whether youโ€™re getting married, entering retirement, receiving an inheritance, changing careers, or experiencing another major milestone, it may be time to review your financial plan.

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Automatic Reinvestment: An arrangement under which an institution automatically deposits dividends or capital gains gene...
08/20/2026

Automatic Reinvestment: An arrangement under which an institution automatically deposits dividends or capital gains generated by an individualโ€™s investment back into the investment to purchase additional shares.

๐Ÿ“˜ Visit our website at https://loom.ly/3lbKM1Y to see our complete Financial Glossary.

Disclaimers: https://loom.ly/ZFP1RjM

You work hard for your moneyโ€”your investments should work hard for you. Regularly reviewing your portfolio can help ensu...
08/17/2026

You work hard for your moneyโ€”your investments should work hard for you. Regularly reviewing your portfolio can help ensure your strategy still aligns with your goals, timeline, and long-term financial plan.

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Happy National Financial Awareness Day! ๐Ÿ’ก๐Ÿ“Š Today is a great reminder to take a closer look at your financial goals, unde...
08/14/2026

Happy National Financial Awareness Day! ๐Ÿ’ก๐Ÿ“Š Today is a great reminder to take a closer look at your financial goals, understand your resources, and make informed decisions about your future. At SilverLake Wealth Management, weโ€™re here to help you create a thoughtful strategy that aligns with what matters most to you.

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

08/11/2026

Don't wait. Reach out and change your financial future today!

Schedule a FREE, no-obligation meeting with our experienced team!
โ˜Ž๏ธ (802) 857-5083
๐Ÿ–ฅ๏ธ https://loom.ly/oDBcpLI

Disclaimers: https://loom.ly/ZFP1RjM

Congratulations to the Vermont Pension Investment Commission on delivering a ๐Ÿญ๐Ÿฐ.๐Ÿญ% ๐—ณ๐—ถ๐˜€๐—ฐ๐—ฎ๐—น-๐˜†๐—ฒ๐—ฎ๐—ฟ ๐—ฟ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป. Congratulations t...
08/11/2026

Congratulations to the Vermont Pension Investment Commission on delivering a ๐Ÿญ๐Ÿฐ.๐Ÿญ% ๐—ณ๐—ถ๐˜€๐—ฐ๐—ฎ๐—น-๐˜†๐—ฒ๐—ฎ๐—ฟ ๐—ฟ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป. Congratulations to Chief Investment Officer ๐—˜๐—ฟ๐—ถ๐—ฐ ๐—›๐—ฒ๐—ป๐—ฟ๐˜† and his investment team for their disciplined management and dedication to Vermont's beneficiaries. We are also proud to recognize ๐—ง๐—ผ๐—บ ๐—š๐—ผ๐—น๐—ผ๐—ป๐—ธ๐—ฎ, ๐—–๐—™๐—”, ๐—–๐—™๐—ฃยฎ, Chair of the VPIC and Managing Partner at Silver Lake Wealth Management, for his leadership and service. Outstanding work by everyone involved.

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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