About Silicon hills wealth management, llc
Silicon Hills Wealth Management, LLC: Personalized and Purposeful Financial Solutions
Silicon Hills Wealth Management, LLC is a financial advisory firm that provides personalized and purposeful financial solutions to individuals, families, and businesses. The company believes that money is personal, people are fascinating, and wealth is only as valuable as the joy and fulfillment it delivers for you, your family, your community, and the world in which you live.
The company's mission is to help clients achieve their financial goals by providing exceptional service that is tailored to their unique needs. Silicon Hills Wealth Management understands that every client has different financial objectives based on their lifestyle choices. Therefore they offer customized solutions designed to meet each client's specific needs.
At Silicon Hills Wealth Management LLC., they believe in building long-term relationships with clients based on trust and transparency. They take pride in being a fiduciary advisor who puts the client's interests first. The team of experienced professionals at Silicon Hills Wealth Management works closely with clients to understand their goals better.
The company offers a wide range of services such as investment management services including portfolio design & management; retirement planning; estate planning; tax planning & preparation; risk management & insurance analysis; business succession planning; charitable giving strategies among others.
Silicon Hills Wealth Management also provides comprehensive wealth management services for high-net-worth individuals who require more sophisticated investment strategies such as alternative investments like private equity or hedge funds.
One of the unique features of Silicon Hills Wealth Management LLC is its commitment to socially responsible investing (SRI). SRI involves investing in companies that have positive social or environmental impacts while avoiding those with negative impacts. This approach aligns well with the values of many clients who want their investments not only to generate returns but also make a positive impact on society.
Silicon Hills Wealth Management has an experienced team of professionals led by its founder Michael Jankowski CFP® AIF® CRPC® CDFA™. Michael has over 20 years of experience in the financial services industry and is a Certified Financial Planner™ professional, Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor®, and Certified Divorce Financial Analyst™.
The company's team also includes other experienced professionals such as portfolio managers, financial planners, tax specialists, and estate planning attorneys. The team works together to provide clients with comprehensive wealth management solutions that are tailored to their unique needs.
Silicon Hills Wealth Management LLC is committed to providing exceptional service to its clients. They understand that every client has different needs and goals when it comes to managing their wealth. Therefore they offer customized solutions designed to meet each client's specific needs.
In conclusion, Silicon Hills Wealth Management LLC is a financial advisory firm that provides personalized and purposeful financial solutions for individuals, families, and businesses. The company's commitment to socially responsible investing (SRI) aligns well with the values of many clients who want their investments not only to generate returns but also make a positive impact on society. With an experienced team of professionals led by Michael Jankowski CFP® AIF® CRPC® CDFA™ at the helm, Silicon Hills Wealth Management LLC is well-positioned to help clients achieve their financial goals while being truly invested in their success.