Josh Silver

Background

About Josh Silver

At SK Financial Group, I focus on helping our clients not just through bespoke portfolio management, but in achieving both their personal and financial goals. This is built upon: • Providing personalized, goal-oriented investment and wealth management advice tailored to each client’s unique needs - whether that is growing a business, preparing for retirement, or preserving family wealth. • Serving a broad spectrum of clients, including high net-worth individuals, corporations, trusts, and estates, each with diverse priorities and aspirations. • Specializing in customized portfolio and wealth strategies, through in-depth investment management, diligent risk management, and tax-efficient approaches. • Collaborating closely with accountants, lawyers, and family offices to ensure a seamless holistic wealth management experience for every client.