Who We Serve
Modern Wealth Requires a New Kind of Advisor
At Silvergate Wealth, we work with a select group of clients navigating complexity, growth, and change. Our role is to simplify decision-making, optimize outcomes, and provide clarity in moments that matter.
Tech Founder or Startup Executive
You’re managing equity, preparing for a liquidity event, or planning post-exit. We help align your financial plan with your business ambitions and your life after the deal.
High-Earner with Complexity
Income is strong, but so are the questions about taxes, retirement, and long-term planning. We bring structure to your financial life so you can focus on what matters most.
Approaching Retirement
You’re five to ten years out and want a clear roadmap or you’re already retired and want peace of mind. We model cash flow, reduce tax exposure, and help your wealth last.
“I came to Silvergate with equity, multiple income streams, and no real plan. They helped me make sense of it all, build a strategy I trust, and actually feel in control of my finances for the first time.”
Cliff H.
Founder , hute ltd
How We Work With You.
- Personalized onboarding with your lead advisor
- Flat-fee or AUA-based pricing
- Tech-enabled dashboards and document sharing
- Collaboration with your CPA, attorney, or team
