Reference from Franco (Business Owner):
“Silvano and his team were instrumental in helping me transition out of my business and into retirement seamlessly. My business was thriving, but I didn’t know how to monetize it or prioritize paying myself first. Silvano helped me create a plan to build a portfolio for my family so that when we sold the business, we had a detailed strategy for redeeming those dollars. He’s not just a financial advisor—he’s a coach who reshaped our family balance sheet, guided us to save monthly, and ensured we had the financial structure to achieve our goals. Thanks to his knowledge, we entered retirement with confidence and clarity.”
Reference from Nick (Lawyer):
“As a lawyer, I value diligence, clarity, and trust—all qualities Silvano and his team embody effortlessly. They’ve helped me navigate complex financial decisions with precision and care, always delivering on their promises and making the process straightforward. Their expertise and commitment make them an invaluable part of my financial future.”
Reference from Doug (Professional Athlete):
“With a hectic schedule that keeps me traveling around the globe, Silvano’s team has been incredible at keeping me informed and on track. They’re proactive, detail-oriented, and always available when I need them. What stands out most is how they genuinely care, making me feel confident that my financial goals are always a priority, no matter where I am.”
Reference from Nancy (Doctor):
“As a busy physician, I’ve always struggled to find the time to properly focus on my finances. Silvano’s team made everything clear and manageable, explaining even the most complex concepts in a way I could easily understand. Their professionalism is unmatched, but what sets them apart is their honesty and the fun they bring to every meeting. They’ve earned my trust completely.”
Reference from Paul (Engineer):
“Silvano’s approach is everything I value: precise, timely, and built on integrity. As an engineer, I appreciate the meticulous attention to detail, but what impressed me most is how approachable and genuine the entire team is. They’ve turned financial planning into something I not only understand but actually look forward to—proof that they are truly exceptional at what they do.”