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.
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Pros and Cons of Keeping Your Assets in Your Retirement Accounts
As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum to work so you can maintain your lifestyle throughout your retirement? Do you leave your funds where they are, or are there other options you should consider? There is [...]
Estate Planning with ILITs, GRATs, and CRTs
Imagine this: Sarah and Robert, a retired couple in their late 60s, have spent decades building a comfortable life. Robert [...]
Back to the Basics of Retirement Accounts
Retirement accounts are a cornerstone of today’s retirement strategies. While everyone might recognize the terms “IRA” or “401(k),” it’s important [...]
4 Retirement Planning Myths That Could Cost You
What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial [...]
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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