Insights

Client-Centric Approach SilverLake Wealth Management emphasizes personalized and objective financial advice, making it a potential partner for firms that offer complementary services such as estate planning, tax consulting, or retirement solutions.

Growth Initiatives Recent hiring of key personnel like Gregory Steele and Brittany Melvin indicates expanding capacity and client service capabilities, presenting opportunities to offer scalable technology solutions or support services to enhance their growth.

Investment Strategies Their recent investments in ETFs such as Invesco BulletShares and iShares Core MSCI suggest a focus on diversified and income-generating assets, opening avenues to collaborate on investment management tools or analytical platforms.

Technology Stack Adoption Utilization of advanced tools like Datadog, Cloudflare, and Hotjar indicates a tech-savvy environment keen on cybersecurity, website optimization, and user experience, ideal prospects for cybersecurity, web analytics, or cloud service providers.

Market Positioning Operating in a competitive industry with mid-sized revenue between 10M-25M and a strategic focus on loyalty and relationship-building, SilverLake is a good candidate for customer relationship management software or targeted marketing solutions to deepen client engagement.

SilverLake Wealth Management Tech Stack

SilverLake Wealth Management uses 8 technology products and services including iCIMS, Amazon S3, Cloudflare, and more. Explore SilverLake Wealth Management's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Amazon S3
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Sentry
    Issue Trackers
  • Google Maps
    Maps
  • Wistia
    Online Video Platforms
  • Datadog
    Real User Monitoring
  • AddThis
    Widgets

SilverLake Wealth Management's Email Address Formats

SilverLake Wealth Management uses at least 1 format(s):
SilverLake Wealth Management Email FormatsExamplePercentage
FLast@silverlakewealth.comJDoe@silverlakewealth.com
100%

Frequently Asked Questions

Where is SilverLake Wealth Management's headquarters located?

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SilverLake Wealth Management's main headquarters is located at 33 Blair Park Road Suite 100 Williston, Vermont 05495 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is SilverLake Wealth Management's official website and social media links?

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SilverLake Wealth Management's official website is silverlakewealth.com and has social profiles on LinkedIn.

What is SilverLake Wealth Management's NAICS code?

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SilverLake Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does SilverLake Wealth Management have currently?

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As of June 2026, SilverLake Wealth Management has approximately 21 employees across 2 continents, including North AmericaAfrica. Key team members include Vp - Client Service, Public Relations: B. M.Vice President And Registered Investment Advisor: D. G. E.Vice President Of Operations: M. H.. Explore SilverLake Wealth Management's employee directory with LeadIQ.

What industry does SilverLake Wealth Management belong to?

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SilverLake Wealth Management operates in the Financial Services industry.

What technology does SilverLake Wealth Management use?

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SilverLake Wealth Management's tech stack includes iCIMSAmazon S3CloudflareSentryGoogle MapsWistiaDatadogAddThis.

What is SilverLake Wealth Management's email format?

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SilverLake Wealth Management's email format typically follows the pattern of FLast@silverlakewealth.com. Find more SilverLake Wealth Management email formats with LeadIQ.

When was SilverLake Wealth Management founded?

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SilverLake Wealth Management was founded in 2002.

SilverLake Wealth Management

Financial ServicesVermont, United States11-50 Employees

Our company is dedicated to meeting our client’s financial challenges head on and to lift the burden of dealing with the complexities of personal finance and investing. We align our interests with those of our clients as we are an independent locally owned financial advisory practice and deliver objective advice. We seek the opportunity to present the value of our custom-tailored planning and to help simplify our clients’ financial lives. We measure our success not only in results but in the loyal relationships we establish with our clients and the positive impact we can make in their lives.

Section iconCompany Overview

Headquarters
33 Blair Park Road Suite 100 Williston, Vermont 05495 United States
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    SilverLake Wealth Management's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    SilverLake Wealth Management's revenue is estimated to be in the range of $10M$25M

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