“Whether you're preparing for retirement, navigating a life transition, or building generational wealth, Silverstone Private Wealth is your trusted partner every step of the way.”

Guiding Your Financial Future with Precision and Purpose.

Investment & Wealth Management

Customized portfolio design and asset allocation

Tax-efficient investing

Retirement Planning

Future income analysis

Social Security optimization

Federal employee retirement benefits (FERS, TSP, CSRS)

Estate & Legacy Planning

Wealth transfer planning and asset protection

Beneficiary design and titling strategies

Insurance & Risk Management

Life insurance (Term, Whole, Indexed Universal Life)

Disability and long-term care planning

Business Owner Solutions

nsurance solutions

Family Wealth Planning

Multigenerational planning

Education savings (529 plans, trusts)

Divorce financial planning

Special needs and blended family strategies

“A new generation of accountants, here to help you maintain & streamline your accounting process.”

Tax Strategy | Compliance | Financial Clarity

Core Services:

Tax Preparation & Filing

Business Accounting Services

Advisory & Consulting

Tax Planning Strategies

Roth conversions and tax deferral strategies

Business owner tax optimization-Round Tax Minimization Planning

Business Entity Structuring for Tax Efficiency

High-Income & Retirement Tax Strategy

Business & Corporate Filing

Entity Formation (LLC, S-Corp, C-Corp)

Operating & Partnership Agreements

"Protecting What You’ve Built, Preserving What’s Ahead."

Estate Planning

Wills & Revocable Living Trusts

Durable Powers of Attorney & Healthcare Directives

Guardianship Planning

Trust Administration & Probate

Trust Setup, Funding & Administration

Probate Court Representation

Estate Settlement Support

Asset Protection Strategies

Irrevocable Trusts

Business Succession Planning

Creditor Protection Structures

Elder Law & Special Needs Planning