SILVESTRI FINANCIAL AND TAX ADVISORS, INC

Overview

Silvestri Financial And Tax Advisors, Inc. is a privately owned corporate advisory practice that serves both individual and family clients as well as institutional relationships. The firm operates as a capital allocator, running a discretionary advisory program and supplementing that work with hourly planning engagements. It also acts as an insurance broker and provides selection of outside advisers and educational workshops for clients, which points to a hybrid model combining portfolio management, planning and insurance distribution. Investment activity centers on equity-led portfolios delivered through managed account structures. The firm favors exchange-traded equities and ETFs as its primary means of implementing market exposure, while using mutual funds and annuity products for specific planning or income needs. Silvestri Financial And Tax Advisors, Inc. is not positioned as an ESG-active manager and maintains a single-state advisory footprint.

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Public Holdings

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Location & Offices