LeadIQ logo
Learn more at LeadIQ.com
SilverLake Wealth Management logo

SilverLake Wealth Management Employee Directory

Financial ServicesVermont, United States11-50 Employees

SilverLake Wealth Management is a financial services advisory practice based in Williston, Vermont. It operates as an independent, locally owned firm that provides objective guidance on personal finance and investing, with a focus on simplifying complex financial matters. The firm emphasizes custom-tailored planning and seeks to align its interests with those of its clients, measuring success by durable relationships and positive client impact.

Its target client base consists of individuals seeking help managing their finances and investment decisions within the broader financial services industry. The company is described as small to mid-sized and is expanding its team, most notably with the 2024 hire of Gregory Steele as a financial advisor.

Find SilverLake Wealth Management employees' phone numbers or email addresses

SilverLake Wealth Management Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Africa
1

Minus sign iconPlus sign icon
  • South Africa
    1

SilverLake Wealth Management's Leadership

  • Stylized image of a person
    M. H.
    Vice President Of Operations
    Mobile Phone

SilverLake Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business
  • Arts & Design

Contact profiles from SilverLake Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. H.
    Vice President Of Operations
    Mobile Phone
    Jun 25, 2025

Frequently Asked Questions

What is SilverLake Wealth Management known for?

Minus sign iconPlus sign iconSilverLake Wealth Management was founded in 2002 operates in the Financial Services industry. Explore SilverLake Wealth Management's company overview page for more information.

What is SilverLake Wealth Management's most common email format?

Minus sign iconPlus sign iconSilverLake Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SilverLake Wealth Management email formats with LeadIQ.

How many employees does SilverLake Wealth Management have currently?

Minus sign iconPlus sign iconSilverLake Wealth Management has approximately 21 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are SilverLake Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, SilverLake Wealth Management's key employees include:

  • Vice President Of Operations: M. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.