6000 Columbus Ave.,
We do the financial work to care for you and your family so you can do the things you love.
As wealth advisors, our role is to impart knowledge, support, and guide you in making the right financial decisions in your life. We are stewards of your wealth and we know wealth is more than just money.
Stress Test Your Plan
Is your current strategy keeping you on track to pursue your financial independence. Would an independent review of your strategy help your financial confidence. Consider a confidential, no-obligation second opinion from us. Your financial confidence is worth it.
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.
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.
“Family is not an important thing. It’s everything.”
–Michael J. Fox
“The most important investment you can make is in yourself.”
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.
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Someone’s sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Take that first step to personal investing with our library of resources