Client Experience

At Silver Cedar Wealth Management, our mission of providing independent, forward-thinking advice that aligns with our clients’ goals, is at the heart of everything we do.


You are seeking a wealth advisor for peace of mind and to free up time for the important things in life. While you don’t need to spend your valuable time on the intricacies of the financial markets, you do need a wealth advisor who understands you and your goals. This is where Silver Cedar Wealth Management excels; each investment plan is crafted with a specific client in mind.

Initial & Ongoing Discovery

We will sit down with you and your family and listen to your goals, concerns, and what you need from us. Anytime your circumstances change, we will update your plan to ensure that you have the necessary financial blueprint to help you reach your aspirations.

Building a Foundation

Now that we have a detailed understanding of where you are, we will create a investment roadmap to help you get to where you want to be.

Implementing a Wealth Management Plan

Whether you are saving for retirement, preserving your legacy, or just need someone with whom to discuss investment decisions, we are right there, helping you implement your personalized investment plan.

Tracking Progress

Investments are not something you can put in place and forget, we make constant tweaks to ensure your investment portfolio is performing as well as it should. We are available whenever you need us to ensure your plan stays on track.


Assets Under Administration

On the first $1,000,000
$1,000,000 to $5,000,000
Over $5,000,000



ETF Advantages

The main reason we recommend ETFs is because of their liquidity and transparency. ETFs offer the advantage of trading like stocks while providing diversified exposure to various asset classes at a lower cost. If your goals change, we can implement a decision quickly and alter the portfolio to be more in line with your investment objectives. We are able to build ETF portfolios that are personalized to your needs and can be updated accordingly should circumstances change. We are able to customize your portfolio and help build a strategy with an emphasis on asset allocation while continuing to add diversification through market opportunities.

ETF Advantages:
 •  Liquidity •  Transparency •  Targeted exposure with diversification •  Tax-efficiency •  Lower cost

Talk to us about your financial goals today.