Our Philosophy
Wealth Management
is a Journey Through Time
Financial planning goes far beyond accumulating money and protecting it.
It’s also about the satisfaction that comes from improving your financial life over time, creating a life that brings you the most fulfillment.
If everyone had the same personal histories and the same future desires, cookie cutter investment approaches would work.
We know they don’t.
Preserve Your Past
What’s Your Story?
- Everyone has a story about money told in their own words. What it means to them, why it’s important, and the purpose it serves.
- ‘Preserving your past’ is about honoring who you are, where you are, and pursuing what brings you the most happiness.
- Many people do financial planning backwards. They focus right away on strategies and tactics, when the first step should be identifying goals worth pursuing.
- Silverlight helps you pick financial mountains to climb. Then, we figure out how to scale them.
Secure Your Future
Strategize Your Journey
- After we quantify your goals, we can reverse engineer savings and return assumptions.
- Next, we map out an effective strategy, exploring how different kinds of assets can be used as ‘vehicles’ to transport your capital into the future. Choosing the right vehicles, based on where you want to go, is paramount.
- Knowing "what to do" is only half the battle, though. Along the way, we actively communicate to keep you informed, comfortable, and inspired to continue making progress.
- We strive to make the journey as frictionless as possible. Every Silverlight strategy aims to achieve its target return with minimum volatility and maximum cost efficiency.
Live For Today
Enjoy the Ride
- If wealth management isn’t fun, you’re not doing it right.
- It’s important to keep a balanced time perspective throughout this process. You should be able to enjoy the present, as you simultaneously plant seeds to bloom in the future.
- Once we establish what your real goals are, we can remove ambiguity from your financial life and begin a steady march toward your vision of financial freedom.
- "Living for today" is knowing that you’re doing all the right things to get where you want to go.
Testimonials Content Block
More Than an Investment Manager—A Trusted Guide to Financial Growth
"I’ve had the great pleasure of having Michael as my investment manager for the past several years. In fact, he is way more than that. He is a trusted guide who coaches his clients to look first at life’s bigger picture and then align their financial decisions to support where they want to go. Michael and his firm take a unique and personal coaching approach that has really resonated for me and helped me to reflect upon my core values and aspirations throughout my investment journey.
Michael’s focus on guiding the "why" behind my financial decisions has been invaluable to me in helping to create a meaningful strategy that has supported both my short-term goals and my long-term dreams. He listens deeply, responds thoughtfully, and engages in a way that has made my investment decisions intentional and personally empowering. With Michael, it’s not just about numbers—it’s about crafting a story of financial growth that has truly supports the life I want to live."
-Karen W.
Beyond financial guidance!
"As a long-term client of Silverlight, I’ve experienced not only market-beating returns but also invaluable coaching and support. Their guidance goes beyond finances—helping me grow, make smarter decisions, and build a life I truly love. Silverlight isn’t just about wealth management; they’re invested in helping me secure my success & future legacy!"
-Chris B.
All You Need Know to Win
“You likely can’t run a four-minute mile but Michael’s new book parses all you need know to win the workaday retirement race. Readable, authoritative, and thorough, you’ll want to spend a lot more than four minutes with it.”
-Ken Fisher
Founder, Executive Chairman and Co-CIO, Fisher Investments
New York Times Bestselling Author and Global Columnist.
Packed with Investment Wisdom
“The sooner you embark on The Four-Minute Retirement Plan, the sooner you’ll start heading in the right direction. This fun, practical, and thoughtful book is packed with investment wisdom; investors of all ages should read it now.”
-Joel Greenblatt
Managing Principal, Gotham Asset Management;
New York Times bestselling author, The Little Book That Beats the Market
Great Full Cycle Investing
“In order to preserve and protect your pile of hard-earned capital, you need to be coached by pros like Michael. He has both the experience and performance in The Game to prove it. This is a great Full Cycle Investing #process book!”
-Keith McCullough
Chief Executive Officer, Hedgeye Risk Management
Author, Diary of a Hedge Fund Manager
Clear Guidance...Essential Reading
“The Four-Minute Retirement Plan masterfully distills the wisdom and experience Michael acquired through years of highly successful wealth management into a concise and actionable plan that can be implemented by everyone. With its clear guidance, hands-on approach, and empowering message, this book is essential reading for anyone who wants to take control of their finances and secure a prosperous future.”
-Vincent Deluard
Director of Global Macro Strategy, StoneX
