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.



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.

123Get started

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.

Contact us

6005 Hidden Valley Rd
Ste 290
Carlsbad, CA


[email protected]

Get in Touch