UNEARTH
OPPORTUNITIES
We at Silverstone Private Wealth are not only in the financial business, but also the people business. We understand that behind each financial plan is a real person, with a real life, filled with real dreams. That's why we prioritize learning about our clients and customizing their plan to reflect their life stage, values, and legacy. Since we are in the people business, we not only prioritize exceptional and independent investment advice, but also a seamless client experience.
GET STARTED
with our online client portal
Click the Get Started Onboarding Link.
Link Your Accounts
Achieve Your Goals
After clicking the Get Started button, you will be taken through our automated client onboarding workflow. There you can link your outside accounts, choose your financial objectives, and make adjustments to your risk tolerance.
Once you’ve completed the onboarding workflow, the hard part is done. One of our team members will reach out to you within 2 business days.
OUR SERVICES
our choices today impact our tomorrow
Custom Financial Planning & Wealth Management
High Net Worth Estate & Succession Planning
Portfolio Management
Silverstone blends internally managed strategies with rigorously-selected third party managers, best-in-class third party mutual fund, ETF, hedge fund, and private equity managers to achieve a comprehensive platform of customized investment strategies.
Silverstone Private Wealth provides comprehensive planning for clients. From retirement income gap analysis to complex estate and succession planning, simple cash flow planning, goal based assessments, or detailed tax analysis and estate planning, Silverstone has experience to address your goals and objectives.
Our mission is to provide high touch services to our clients to help them realize their financial goals. We do this by stepping away from the industry standard “one-size fits all” model portfolio to a customized investment portfolio mindset, structural planning, and a holistic viewpoint of their investments.
Meet Our Team
Todd Quinn
Matthew Burbank
Cory Perrson
Tim Figueroa
Founder & CEO
Wealth Advisor
Director of Investments
Wealth Advisor
Matt Merrill
Vanessa Turner
Director of Operations
Director of Marketing
Todd is the Founder and CEO of Silverstone Private Wealth, and is a senior financial advisor. Prior to his current role, Todd work for several different distinguished Wall Street firms and trust companies where he refined his financial skill set. Todd focuses on providing investments solutions, advanced financial planning, and estate planning solutions for high net-worth individuals and their families.
Todd has been in the wealth management industry since 2000. As a student of the market and having started his career during the dot-com bubble/crash, working through the “great recession’ of 2008 and the Covid crisis of 2020 has shaped Todd’s perspective on long-term planning. He has a deep conviction that people with plans make it, those who don’t, don’t.
Matt is passionate about helping individuals and families navigate the complexities of wealth management to achieve their financial goals. Aside from his commitment to technical decision making, he emphasizes genuine and collaborative relationships to understand the unique needs and values each person has. Prior to joining the Silverstone Private Wealth team, he began his career at Merrill Lynch in 2018 where he gained valuable experience and insights into the market and various financial products. He earned a Bachelor of Science in Accounting from the University of Utah which gives him a unique perspective when analyzing accounts, investment vehicles, and various financial situations.
Caden Quinn
Client Relationship Specialist
Caden is an experienced Client Relationship Specialist. He provides critical service and support to some of the firm’s most important clients. His skill set includes client service, office administration, and operations. Prior to joining Silverstone, Caden was an Intern and Client Associate in the financial services industry. He is currently studying Financial Planning at Utah Valley University. In his free time, he enjoys skiing, cycling, and spending time with family and friends.
Cory oversees all things investment related. Relationships with investment managers, trading, and portfolio construction. He and his team assist in reviewing client portfolios and discussing investment ideas and positioning.
Tim assists with alternative investments, portfolio positioning, investment analysis & portfolio positioning.
Vanessa oversees all marketing communications and creative development both internally and externally.
Matt assists on all things operations related with a focus on client-related operations.
