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SilverLake Wealth Management

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Williston, VT
SilverLake Wealth Management

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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 reviewed 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

10/19/2026

For many retirees, paying off the mortgage can mean lower monthly expenses and greater peace of mind. But using a significant portion of your savings to eliminate the mortgage may also affect your cash flow, investments, and overall retirement strategy. The key is understanding how your mortgage fits into the bigger picture of your financial plan.

There’s no one-size-fits-all answer. Taking the time to weigh your options can help you make a decision that supports the retirement lifestyle and financial flexibility you want.

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

Disclaimers: https://loom.ly/ZFP1RjM

10/16/2026

You're in luck! Now that it's October, it's officially the best time of the year to start planning ahead. Take a proactive approach to year-end tax planning now and set yourself up for a smoother finish to the year. Let’s make your financial dreams a reality!🎃💰

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

Disclaimers: https://loom.ly/ZFP1RjM

10/14/2026

Tricks or treats? 🎃💰 Make sure your financial future is full of more treats than surprises. Plan smart, stay prepared, and enjoy the rewards. 🍬

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

Disclaimers: https://loom.ly/ZFP1RjM

10/12/2026

Choosing a financial advisor isn't just about investments, it's about choosing the right path for your family. At SilverLake Wealth Management, we believe financial planning should feel personal. We're here to help you create strategies designed around your family's life and future- not someone else's.

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

Disclaimers: https://loom.ly/ZFP1RjM

10/09/2026

Don’t let an outdated plan collect cobwebs. Take a fresh look, make adjustments, and keep your goals moving forward. A little review today can make a big difference tomorrow.🕸️💰

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

Disclaimers: https://loom.ly/ZFP1RjM

10/07/2026

Wealth isn’t built overnight. It’s built through the habits you stick with over time. Small, consistent choices today can create a stronger financial future tomorrow.💰Which habit are you working on right now?

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

Disclaimers: https://loom.ly/ZFP1RjM

10/05/2026

Halloween can be scary, but your retirement doesn’t have to be. Start preparing today for a future filled with more treats than tricks! 👻💰

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

Disclaimers: https://loom.ly/ZFP1RjM

10/01/2026

This National Financial Planning Month, take a moment to check in on your financial goals. A little planning today can help you feel more confident about tomorrow. 💰

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

Disclaimers: https://loom.ly/ZFP1RjM

09/28/2026

Auto-payments can drain your budget. Here's a tip: Try quarterly audits. Check your subscriptions and cancel unused services or negotiate discounts. Your wallet will thank you. 🙌

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

Disclaimers: https://loom.ly/ZFP1RjM

09/27/2026

In honor of , check out these five tips to financially prepare for your next trip- so you can travel with less financial stress! ✈️

1. Set a realistic travel budget before booking your trip📈
2. Start saving early with a separate travel fund💲
3. Plan ahead for the unexpected by building flexibility into your budget❔
4. Keep your long-term financial goals in mind while planning and enjoying your trip📝
5. Spend thoughtfully and intentionally by prioritizing the experiences that matter most to 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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