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.