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Introducing Silvia Wealth Management

Our Clients Are Our Priorities

Silvia Wealth Management is a client-centered firm. Our team is passionate about helping people work towards achieving their goals.

Our History

Our dedicated team has over 20 years of experience to guide you through all of life's moments. Whether you are planning for major milestones like retirement or preparing for the unexpected with estate planning, we can help you every step of the way.

Our Values

Honesty and integrity are the cornerstones of our practice. These values are infused into every aspect of our business, including our commitment to providing the highest level of customer service and support for our clients.

Our Process

Each client has unique financial needs, concerns, values, and goals. Our team will work closely with you to identify those key factors and then apply that insight to develop a comprehensive plan tailored specifically for you.

Investment Management

Our advisor crafts personalized investment strategies to match your financial goals and risk preferences. With the flexibility of LPL Financial, we design plans uniquely suited to you.

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Retirement Planning

We offer expert retirement planning to help you reach your financial milestones. Our advisor works with you to develop and refine plans that fit your unique retirement vision.

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Insurance Review

Our thorough insurance reviews help you optimize your coverage and find cost-effective solutions. We analyze your policies to identify any gaps and provide tailored recommendations.

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Estate Planning

We specialize in safeguarding your assets and ensuring your loved ones are cared for. Our goal is to respect your wishes and maintain your legacy for future generations.

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Meet the Team

Jason Silvia, CRPC<sup>&#174;</sup>

Jason Silvia, CRPC®

Vice President, Financial Advisor


Phone: (845) 389-6695

Jason.Silvia@lplfinancial.com

CRPC conferred by the College for Financial Planning.

Kristin Belmudez

Kristin Belmudez

Client Service Associate

 

Phone: (336) 899-7396

Kristin.Belmudez@lplfinancial.com

Stay Ahead of the Curve

Comprehensive financial planning involves a multi-tiered approach that leverages investment vehicles, market analysis, and more. Our team can help you navigate the financial landscape and determine which strategies will address your current needs and help you plan for the future. 

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?
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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.