Silvestri Financial And Tax Advisors, Inc

Overview

Silvestri Financial And Tax Advisors, Inc. is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator and combines advisory services with insurance brokerage. Its revenue model includes percentage-of-AUM fees as well as hourly charges, and its advisory remit includes selecting outside managers on behalf of clients and running educational seminars and workshops. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives