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Silver Sail -What's in a name?

At Silver Sail Wealth, we do everything with intention. We understand the impact of our role in your life and as fiduciaries, being intentional means putting you and your family first. We chose the name Silver Sail with a specific intent; to define our mission and purpose in a single name and image synonymous with who we are and what we stand for.

We are eternal optimists; we see the silver lining in every cloud. Life will always come with the unexpected. Sometimes these events can increase our wealth, opportunity, and knowledge, even when delivered as difficulties or tragedies. Sailing requires strategy, coordination, teamwork, and intentional decision-making. A sailor analyzes the tides, the stars, and the wind and creates a strategy that takes the boat from where it is to where it needs to go.

As your wealth manager, we are no different. Our clients are sailors, and we are part of their crew. We work with the other professionals in your life to create financial strategies tailored specifically to your needs. Your financial plan is the course you set that takes you from where you are to where you want to be. Let’s work together to navigate the course of your financial life and maximize all your silver linings.

Caring for

Widows

Christi Staib’s experience as a young widow inspired her to create a silver lining out of devastating loss. Since 2003, Christi has helped widows navigate the emotional overwhelm and financial confusion that surrounds losing their life partner. Her book, Navigating the Unique Financial Needs of Women Today: Smart Steps for Women and Their Wealth, includes five concerns for widows and seven concerns for women business owners. This book highlights for women their unique financial life and how we help guide them through it. 

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Caring for

Families

We understand the responsibility of being the steward of your family’s finances and the enormity of that pressure. You want to do the right things to increase your family’s financial stability and opportunity, but just how do you go about doing that? At Silver Sail, we partner with our clients in creating a healthy financial present and future for their families, no matter what stage of life they are in. We are a compass and guide on your financial journey; you don’t have to shoulder the burden of stewardship alone; we are here to help.

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Learning Center

Take that first step to personal investing with our library of resources

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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