About
Silverstone Private Wealth
Silverstone Private Wealth is a comprehensive financial services firm that helps Texas’ soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.
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Legacy & Estate Planning
Understanding the Basics
Estate planning is an important, yet often overlooked, part of retirement planning. You’ve worked hard for your money and want to make sure your children and grandchildren have the support they need to thrive. To do that, you need to make sure your assets are passed down correctly, without costly processes or confusion. Unfortunately, mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to forgetting to update your estate plan over time. Its not just those with high net worth who aim to have robust estate plans, it’s anyone who wants their wishes to be honored after their passing.
Browse Our Blog
Trump Accounts: Building Wealth for the Next Generation
As a parent, you might be looking for ways to provide for your children’s long-term financial goals. You may have heard of 529 accounts to help save for higher education or brokerage accounts (including UTMA & UGMA custodial accounts), but there’s a new option available starting this year: Section 530A accounts, also known as Trump Accounts. Established under the One Big Beautiful Bill Act, these [...]
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and [...]
Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both [...]
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
Contact Us
Our experience and expertise can help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today.
Office Location:
1525 Lakeville Dr,
Ste 123,
Kingwood, TX 77339
Our Email:
hello@silverstone-privatewealth.com
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