Simple and Elegant Wealth Management Just For You

Our Approach to Every Client:

  • We start by asking questions and we listen carefully.
  • We seek to understand who and what is important to you.
  • What future do you want to create.
  • Design - Only by understanding what is important to you can we develop a plan unique to you
  • A plan based upon your goals and your values, and a plan that is focused on your future.

We Also Evaluate How To:


  •      Best protect what you already have
  •      Make sure Uncle Sam only gets his fare share from you
  •      Prepare for unexpected life events
  •      Charitably gets the biggest bang for your donation
Communicate and Implement

Communicate and Implement

  • Then, a draft plan is presented for you to consider.
  • We collaborate and seek feedback, and we ask more questions for clarification. 
  • The better we understand your hopes, your dreams, and your concerns, the better we co-create your future with you.
  • Once the plan is finalized and approved by you, we implement it together. 
  • We meet regularly to adjust the plan along the way.  You are always in control. 
  • We proactively communicate ~  For us, the only dumb question is the question never asked.
More Details on the Wealth Management Process

Financial Independence -By Christi and Mark-

Our History

Financial independence means something different for each of us but is sought by all of us.

Our Process

Financial independence is not a goal, it is the emotional connection between feeling financially secure, and having the freedom to focus on what is most important to you whether that be your family, your business, and/or your community.

Our Values

At Silver Sail Wealth Advisors, we help you pursue financial independence for your life whatever that means to you.  We plan and navigate for your future,  so you can focus on your today.  For those of you seeking to create their future instead of just reacting to it, we work for you.