# Silver Grove Advisory Services

Silver Grove Advisory Services is a Bank / Wealth / Trust based in Orchard Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Orchard Park, United States
- **Region:** North America
- **Address:** 400 Sterling Drive, Orchard Park, NY 14127, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** silvergrovegroup.com
- **LinkedIn:** https://www.linkedin.com/company/3533678

## Regulatory record

- **CRD number:** 287512
- **SEC file number:** 801-110045
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287512

## About

Silver Grove Advisory Services was founded in 2013 as a New York-based wealth manager operating under the Silver Grove Financial Group umbrella. The firm specializes in investment advisory services for individuals, high-net-worth families, and businesses, with a clear emphasis on retirees and what the firm calls “blue-collar millionaires.” Contact is routed through J. Weber at the firm’s Orchard Park headquarters. The firm’s service model blends wealth management, asset preservation, and financial wellness. Its website emphasizes personalized financial planning and charitable strategies, but public documentation does not disclose specific portfolio companies, asset-class allocations, or direct-investment activity. Silver Grove lists a single office at 400 Sterling Drive, Orchard Park, New York. No additional office locations, professional headcount, or assets under advisement are publicly reported. The firm does not reference adjacent vehicles such as philanthropic foundations, real-asset arms, or deal-club memberships in available materials. The firm’s structural differentiator is its localist posture. Rather than scaling through institutional channels or a multi-family office platform, Silver Grove presents as a regionally anchored advisor focused on Western New York families navigating retirement and wealth transfer. The business is built around accessible, education-first guidance rather than proprietary deal flow or fund structures, making it a rest stop rather than an engine for institutional capital.

## People

- J. Weber — Contact Principal

## Questions

### Who runs investment decisions at Silver Grove?

Contact information on the firm's website points to J. Weber as the primary point of contact, though no specific investment committee roles or organizational chart are publicly disclosed. The firm operates through an Independent Advisor Partners (RIA) structure, which often distributes investment decision-making across affiliated advisors rather than concentrating it in a single CIO.

### Does Silver Grove make direct investments or participate in fund commitments?

Available public documentation does not detail whether Silver Grove engages in direct private investments, fund commitments, or traditional advisory-only relationships. The firm's marketing focuses on financial planning, asset preservation, and charitable strategies rather than deal-by-deal investment activity.

### What is Silver Grove's known posture on co-investments alongside external GPs?

Silver Grove does not publicly describe a co-investment program or any participation alongside external general partners. Its materials emphasize advisory services for individual clients rather than institutional co-investment or commingled fund vehicles.

### How is Silver Grove related to Silver Grove Financial Group?

Silver Grove Advisory Services operates as the wealth management arm of Silver Grove Financial Group, Inc., based in Orchard Park, New York. The group's branding centers on financial wellness, charitable strategies, and independent advisor partnerships, though the exact corporate relationship between entities is not publicly detailed.

## Related profiles

- [Silverfleet Capital](https://altss.com/profile/silverfleet-capital)
- [Silverhawk Capital Partners](https://altss.com/profile/silverhawk-capital-partners)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/silver-grove-advisory-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology