Silvestri Financial & Tax Advisors, Inc.

Silvestri Financial & Tax Advisors, Inc. Independent Investment Advisers Managing All Your Financial Service Needs Under One Roof

My family had a great time at the Phillies game last Thursday. Thanks to Clark Capital Management Group and Mark Manos, ...
05/11/2026

My family had a great time at the Phillies game last Thursday. Thanks to Clark Capital Management Group and Mark Manos, CFS® and Joseph Coopersmith for the invite and their hospitality. Silvestri Financial partners with Clark Capital for its tailored, high-net-worth investment solutions that include personalized and tax-efficient portfolios.

Clark Capital's "client-first" approach focuses on combining a disciplined, objective investment approach with an outcome-oriented process to build the Personal Unified Managed Account (PUMA) portfolio that meets the unique needs of individual investors. At Silvestri Financial, we believe, as does Clark Capital, that each client's situation is unique and that their portfolio should be just as unique to meet their financial plan and needs.

Markets remain resilient as investors view the Iran war as temporary, while corporate earnings and the AI investment cyc...
05/05/2026

Markets remain resilient as investors view the Iran war as temporary, while corporate earnings and the AI investment cycle continue supporting long-term growth.

Watch AssetMark CIO Christian Chan discuss why staying disciplined through geopolitical uncertainty still matters.

Vidyard video

Rising oil risks may pressure consumers and spark volatility, but history points to short-lived market reactions. Watch ...
04/10/2026

Rising oil risks may pressure consumers and spark volatility, but history points to short-lived market reactions. Watch AssetMark CIO, Christian Chan, discuss keeping focused on long-term plans, not headlines, as geopolitical uncertainty unfolds.

Vidyard video

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