Silverstone Private Wealth is a financial services firm based in Kingwood, Texas, serving individuals, families, business owners, and people preparing for or living in retirement. Its approach, described as “Grow, Save, and Protect,” brings wealth management, retirement planning, tax services, and insurance and estate planning together to help clients make informed financial decisions and prepare for the future.

The firm’s services include discretionary portfolio management, investment and brokerage accounts, retirement and 401(k)/IRA planning, cash-flow guidance, and 529 education savings plans. Its tax and accounting offerings include individual and business tax filing, tax planning, bookkeeping, entity advisory, and IRS representation. Silverstone also helps clients consider life, disability, and long-term care insurance, annuities, wills, trusts, and legacy and wealth-transfer strategies. Property and casualty coverage options include personal home and auto insurance, umbrella coverage, and commercial insurance.

Silverstone emphasizes financial education and holistic planning, with particular attention to retirement income, wealth preservation, taxes, inflation, and healthcare costs. The firm also offers educational guides, blog content, and complimentary retirement events.