Resources & Insights
Smart Decisions Start with Better Information
At Silvergate, we believe educated clients make better financial choices. Whether you’re managing equity compensation, preparing for retirement, or navigating a liquidity event, we’re here to help you stay informed and ahead.
📘 Guides & Downloads
Equity Compensation 101 (PDF Guide)
Pre-Exit Financial Planning Checklist
The 5-Step Retirement Prep Toolkit
📅 Webinars & Events
Upcoming: “How to Prep for an IPO or Acquisition”
On-Demand: “Tax Planning in a Shifting Market”
🔍Featured Articles
Frequently Asked Questions
We keep things clear, transparent, and jargon-free. Below are answers to a few common questions we hear from new clients.
Do I need a certain net worth to work with Silvergate?
While we don’t have a strict minimum, most of our clients have complex financial lives — such as equity compensation, business ownership, or high income. If we’re not the right fit, we’ll always point you in the right direction.
How do you charge for your services?
We offer both flat-fee and assets under advisement (AUA) pricing, depending on your needs. We’re fully transparent — you’ll always know exactly what you’re paying for, with no hidden fees or product sales.
Can you work with my existing CPA or attorney?
Absolutely. We regularly coordinate with our clients’ legal, tax, and business advisors to ensure your entire financial picture is aligned and working together.
Is everything done virtually or can I meet in person?
We work with clients both virtually and in person. Based in San Francisco, we’re happy to meet locally, but we also serve clients across the country with secure, digital-first tools.
Do you manage my money directly?
We offer advisory services on assets we oversee and those we don’t — known as assets under advisement (AUA). You stay in control, while we provide ongoing, tailored guidance to help you make confident decisions.
What’s your investment philosophy?
We believe in disciplined, diversified investing that aligns with your goals and time horizon. We use evidence-based strategies and don’t chase trends — just thoughtful portfolio design backed by data and decades of experience.