Our difference comes from our background and our focus. I spent 12+ years in high-level corporate finance as a Fractional CFO, Private Equity Principal, and Controller.

Because of that, our firm is built to solve problems that "standard" financial advice simply isn't equipped to handle.

Most financial firms fall into one of two traps:

1. Too Simple: They offer "cookie-cutter" 60/40 portfolios that fail to solve for real complexity like concentrated stock, business exits, or sophisticated tax planning.

2. Too Complex: They (or their many vendors) overwhelm you with fragmented advice and endless metrics, leaving you to manage the chaos.

We avoid both traps by using a "Diverge/Converge" framework:

• We CONVERGE on your strategy. We apply a CFO-level perspective to simplify your entire financial picture (business and personal) into one clear, actionable plan. We cut through the noise and work alongside your CPA and attorney to get it done.

• We DIVERGE on your investments. We don't use templates. We start with your unique goals and then diverge to find the right sophisticated, tax-efficient solutions for your specific situation.

Finally, our structure is different. We are a fee-only fiduciary, which means we never earn commissions on any product. And every client relationship begins with comprehensive wealth planning to ensure your portfolio is built to serve your plan, not the other way around.

Yes. Absolutely.

As a registered investment adviser, I have a legal and ethical obligation to act as a fiduciary, which means I must always act in your best interest.

But to me, it's about more than just a legal term. It's about how I'm paid. We are a fee-only firm.

This means I am paid only by you, the client. I never earn commissions, kickbacks, or any other compensation for recommending a specific investment, insurance product, or strategy.

This sounds obvious, but it's shockingly rare. It removes the central conflict of interest in the financial industry. It gives you confidence that when I recommend a strategy—or recommend you do nothing at all—my advice is driven only by your best interests, not by a hidden incentive.

My investment philosophy is that a portfolio is a tool to fund your plan, not the other way around.

That’s why every client relationship begins with comprehensive wealth planning. I don't manage investments in a vacuum, because a portfolio that ignores your tax, estate, and business realities is irresponsible.

My approach is built on three core beliefs:

1. Rigor Over Templates: I believe the standard "cookie-cutter" 60/40 portfolio is a template that fails investors with real complexity. We apply the same CFO-level frameworks I used in corporate finance—like liquidity mapping and stress-testing—to your personal situation.

2. Long-Term Strategy Over Market Noise: We focus on "patient capital" and a disciplined, long-term strategy. We are not interested in quarterly performance obsessions or short-term thinking.

3. Clarity Over Complexity: Every investment strategy must pass a Four-Pillar Evaluation Framework: it must have economic logic, empirical support, a likelihood of persistence, and justified pricing. If a strategy passes, we use it. If it fails, we don't. You will always know what you own, why you own it, and what you are paying.

No. Silveria Wealth Group has no legal or disciplinary events to report. Casey Silveria also has no legal or disciplinary events to disclose.

Your assets are held safely and securely by a qualified custodian, which is a registered broker-dealer.

We highly recommend using Altruist Financial LLC but the choice of custodian is entirely yours.

This depends on the service path you choose.

Path 1 (Wealth Planning):

I design your overall financial strategy, but I do not manage your investments. You (or your existing team) are responsible for implementing the strategy and handling all buying and selling.

Path 2 (Wealth Planning + Investment Management):

If you choose to add Investment Management, I will execute the investment strategy we designed together. This means I will be responsible for the buying, selling, tax-loss harvesting, and rebalancing within your account, all in alignment with the comprehensive plan we've agreed upon.

I review all client accounts at least quarterly and will connect with you at least annually for a formal review of your situation.

You are always welcome to schedule a review with me at any time here: meetwithcaseycom.