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Silver Bridge empowers successful individuals and families to realize their wealth
and legacy goals. Times may change, but our formula for delivering results has never
wavered. For more than 80 years, Silver Bridge has kept clients one step ahead of
tomorrow’s challenges by bridging time-tested principles with a contemporary approach
to planning. By delivering customized solutions that work in harmony, we can help
you achieve your goals, simplify your life, and focus on what’s most important to
you.
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Our contemporary approach keeps us at the forefront of new strategies and issues, and may provide you and your family with many benefits:
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A clarified view of the complex issues in your financial life |
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An accurate assessment of all your goals and a personalized roadmap of planning strategies to achieve them |
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Customized investment solutions designed to meet the unique needs of your family |
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A comprehensive set of traditional and alternative investment strategies |
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A trusted partnership for you and your family |
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Strategic Philanthropy and Tax Alert: Haiti Relief |
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In the wake of the recent earthquake in Haiti, a newly enacted tax law allows U.S. taxpayers the opportunity to accelerate certain charitable deductions to 2009. Read More >> |
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Estate Tax Repeal Update |
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For the first time since 1915, there is no federal estate tax for the 365 days of year 2010. Read about what this could mean from a planning perspective. Read More >> |
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New Opportunities for Roth IRA Conversions |
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The year 2010 will be one of the most exciting years for the Roth IRA account since its creation in 1997. Read our white paper on the recent changes to Roth IRA conversions. Read More >> |
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Estate Tax Repeal Webinar
For the first time since 1915, there is no federal estate tax for the year 2010. Benjamin Ledyard, Director of Wealth Strategies at Silver Bridge , presents an analysis of the implications of the recent repeal of the Estate Tax. View Webinar >>
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A Woman's Perspective: Take an Active Role in Tax Planning
Tax planning is an important part of a comprehensive financial plan and an area that some women leave to their husbands, business partners and/or accountants Read More >>
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