Meet Silver State Wealth Management & Our Partners
Many of you may be asking who is Silver State Wealth Management? 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 plus 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 solutions for those individuals and families looking for help, and a partnership along their financial path without sacrificing that hometown respect and trust. We know that you have a choice when it comes to choosing a Financial Advisor, and rest assured our focus not only is on your financial well-being but on providing the service and communication you deserve when dealing with your financial professionals.
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.
