About
Silverstone Private Wealth
Silverstone Private Wealth is a comprehensive financial services firm that helps Texas’ soon to be retired and retired residents effectively plan for and prepare for life’s greatest journey.
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we’ve had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
Our focus is on empowering pre-retirees and retirees towards a safe, secure, and stress-free retirement. We are committed to guiding our clients through the intricate landscape of retirement income planning, protection, and wealth preservation by minimizing unnecessary risks. With a dedicated emphasis on financial literacy and strategic holistic planning, we strive to assist you in making informed and smart decisions that resonate with your goals.
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Legacy & Estate Planning
Understanding the Basics
Estate planning is an important, yet often overlooked, part of retirement planning. You’ve worked hard for your money and want to make sure your children and grandchildren have the support they need to thrive. To do that, you need to make sure your assets are passed down correctly, without costly processes or confusion. Unfortunately, mistakes are all too easy to make, from forgetting to name a beneficiary on your retirement account to forgetting to update your estate plan over time. Its not just those with high net worth who aim to have robust estate plans, it’s anyone who wants their wishes to be honored after their passing.
Browse Our Blog
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I can say with certainty that this generation is facing some unique challenges when it comes to preparing for retirement. Nearly half of Gen Xers, a staggering 48%, say they won't have enough money to enjoy their golden years, according to a [...]
The Gift of Financial Health: Best Practices for Keeping Your Will Up to Date
Estate planning isn’t something you do once and forget about—it’s an ongoing process that helps ensure your financial affairs are [...]
Is It Time to Refresh Your Annuity? Here’s Why You Might Consider It
Annuities have long been a cornerstone for those seeking a steady income stream in retirement. However, the financial landscape is [...]
First Steps to Starting the Estate Planning Process
Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to [...]
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
Contact Us
Our experience and expertise can help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today.
Office Location:
1525 Lakeville Dr,
Ste 123,
Kingwood, TX 77339
Our Email:
hello@silverstone-privatewealth.com
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