Who we are
At Silverstone Private Wealth, we believe your financial future deserves more than just a plan — it deserves a purpose. Founded on the principles of integrity, independence, and intentionality, Silverstone is a boutique financial advisory firm serving business owners, federal employees, and families throughout Houston and beyond.
With decades of combined experience in holistic wealth management, our team is dedicated to helping clients grow their assets, save strategically, and protect what matters most. We offer a comprehensive approach that goes beyond investment advice — integrating tax planning, retirement income strategies, risk management, estate planning, and legacy preservation.
We’ve partnered with top-tier professionals including The Accounting Agency for proactive tax strategies and Hubbard + Rotthier for customized estate and trust planning — ensuring every financial decision aligns with your bigger picture.
Meet the team
Laura Bailey
The Accounting Agency
Sarah Rotthier
Hubbard + Rotthier, Attorneys at Law
Jennifer Aguirre
Silverstone Private Wealth
Contact us
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