SilverLake Wealth Management

SilverLake Wealth Management

SilverLake Wealth Management was founded in 2002 and is based in Williston, Vermont. The firm does not disclose named principals, though its website emphasizes a team-based model drawing on more than two centuries of collective financial-services experience. It lists no parent entity or external capital backer, operating as an independently owned advisory practice. The firm's investment strategy is built around holistic wealth management rather than a single asset-class mandate. Its stated service areas span retirement planning, tax-aware portfolio construction, estate and legacy structuring, high-net-worth portfolio management, and advisory for small businesses. While no specific underlying funds, direct-deal activity, or asset-allocation breakdowns are published, the service mix implies a predominantly public-markets and planning-oriented approach. Geographic focus is domestic, with client engagement concentrated in Vermont and the surrounding New England region. No named portfolio companies, co-investors, or fund commitments are publicly disclosed. Team size and total assets under management are not publicly reported. A single office in Williston serves as the firm's sole location, with client meetings available by appointment on weekends. The firm does not list associated philanthropic vehicles, real-asset arms, club memberships, or adjacent operating businesses. SilverLake's marketing underscores "over 200 years' collective experience" and an emphasis on balancing work and leisure for clients — framing that suggests the advisory team itself constitutes the primary intellectual capital of the practice. Structurally, SilverLake's differentiator lies in its independent, generalist posture within a compact geographic market. Rather than specializing by sector or asset class, the firm bundles investment management with tax, estate, and small-business consulting — a model that resembles a modern multi-family office but is delivered through a single-location RIA. This architecture allows the firm to compete for Vermont-based wealth that might otherwise flow to national wirehouses or remote digital platforms, though it limits scalability absent a disclosed team-expansion or acquisition strategy.