When it comes to professionals in the financial community, you have brokers, financial planners, investment advisors, fiduciary advisors, investment clubs, and many more. How do you know which you are working with, and which is right for you?

In this blog, Jeff discusses the differences between investment advisors and financial advisors.

Asking yourself as you approach retirement if you need a retirement planning specialist is a prudent question to ask. Many people spend the majority of their lives working towards and preparing for retirement, with the hope and expectation that it goes well, and they are able to enjoy some of the best years of their lives. It goes without saying that one certainly does not hope to have their retirement fail after a lifetime of work and sacrifice.

In this blog, Jeff discusses the importance of working with a retirement planning specialist.

There are many facets when it comes to financial planning. While every situation is unique as a fingerprint, one constant you can count on is taxes. Based on your approach, or lack thereof, you will either pay more or less in taxes.

In this blog, Jeff discusses the importance of having a tax planning strategy.

Silver State Wealth Management was formed on the foundation of being native Nevadans, with a focus on the community we have been a part of our entire lives. While we are partial, Nevada is truly an incredible state that has so much to offer. There is no denying that the area of Northern Nevada has changed immensely over the years, much like any other growing community, but many of the great underlying qualities of this amazing community have remained intact. This is something we can assure you we have been and will continue to make efforts in retaining and advancing.

Often, the term risk comes with a negative connotation. I see it a bit differently. Risk and life go hand in hand whether we want to accept it or not. This is absolutely the case when it comes to risk and investing, but without understanding the risk, how could we possibly assess if it is “worth it” or not? 

Market Recap: September 2024

Historically, September can be a challenging month for the markets, ending the third quarter. While the markets experienced pressure early in the month, they rebounded and ended positive for the month and quarter.

There are two main standards when it comes to financial advisors, or financial representatives in the industry, and those are the suitability standard and the fiduciary standard.
In this blog, Jeff Martin writes about the differences between the two standards and explains why we at Silver State Wealth Management choose to uphold the fiduciary standard.

Silver State Wealth Management is led by Curtis Slothower and Jeff Martin. Curtis and Jeff are both native Nevadans who have spent their entire professional careers in the financial services industry.  We have grown and evolved just like our community, with humble beginnings from local high schools to graduating from the University of Nevada and then onward to our current careers.  Having spent a combined 40 years in the financial industry, we strive to bring financial solutions tailored to you and your family rooted in Fiduciary based guidance.  Our goal is to provide a local, hometown solution for those individuals and families looking for help and a partnership along their financial path without sacrificing that hometown respect and trust.

The firm has established relationships with investment strategists, that have a long term, proven track record. Let’s meet our partners!

Peavine Capital

Our flagship investment management partner, Peavine Capital delivers us the risk management and portfolio guidance to give us the freedom to focus on your overall financial plans. Led by Ken Lambert, CFA who managed Nevada’s PERS program for over 20 years and has nearly 30 years of institutional money management experience focused on efficient risk management.  With our partnership with Ken we are able to offer you insight to the markets, economy and what is going on in the financial world from someone who has the same Northern Nevada ties and sense of community that we share. While we do have access to other portfolio managers, our relationship with Peavine is a keystone to creating understandable, sophisticated financial plans for you and your family.

Mutual Advisors

We rely on Mutual to help us operate efficiently. This allows our advisors to focus on what is important such as implementing financial solutions while providing impeccable service and communication to our clients.  Mutual provides us with comprehensive compliance support, cutting-edge technology solutions, and assistance with administrative tasks when needed.

Rather than hiring an in-house team to manage these functions, we trust Mutual to handle them for us. Mutual's expertise and experience working with other advisor groups like ours allows them to provide services at a level that we couldn't achieve on our own.

Moreover, Mutual connects us with other advisory groups like ours across the country. This allows us to share best practices, collaborate on strategies, and continually improve our services.  While Mutual takes care of all of these components for us, it gives us the freedom and security to focus on you and your family.

Fidelity Investments

For the custody of client assets, we have chosen Fidelity Investments. Fidelity offers an extensive range of investment products with low fees, a user-friendly technology platform, and exceptional internal and external customer service. Our choice to partner with Fidelity reflects our commitment to providing our clients with access to the best investment tools and resources.

Local Professionals

With our many years in the financial industry in Northern Nevada we have access to many professionals from attorney’s to CPA’s to help you develop a team of professionals to help you through all aspects of your financial life.  We also welcome partnering with your existing professionals to give you the comfort and security of working with a trusted team that you assembled for the benefit of you and your family.

Silver State Wealth Management maintains a fiduciary responsibility in developing and maintaining customized financial solutions for our client’s unique situation. We plan for your future so you can live in the moment.

If you are seeking an experienced, local and fiduciary advisor, we would love to have a conversation to see how we can help you achieve your financial goals.