PLAN. GROW. PROTECT.
We are a wealth management firm. It is our mission to plan, grow and protect your wealth. We use our knowledge, experience, education and expertise to provide you with asset protection, asset allocation, and active dynamic asset management of your wealth with a constant eye to reducing income and estate tax liabilities whenever possible.
At Silverhawk, our mission is unique in that it shifts and evolves strategically with your needs, depending on your financial goals and resources, the ever-changing economic environment, the opening and closing of financial opportunities, and the existing and evolving government regulations and taxation policies.
Let’s Work Together
Nobody keeps a more watchful eye over your worth than Silverhawk. From asset protection and asset management to complex income tax and estate tax strategies and integration, we’re committed to making your money go further. How can we help? We can:
- Dramatically reduce your taxable income
- Dynamic Active (real time) asset management
- Provide for access to increased capital within your business
- Assist you to improve, protect and preserve your net worth for generations to come
We have more than 50 years of combined experience advising high-net-worth individuals, closely held corporations, physicians, professional athletes and celebrities, tax attorneys and CPAs. Silverhawk provides a completely integrated approach to building your wealth, including utilizing today’s most creative portfolio management strategies and asset protection structures enabling you to keep more of your money where it belongs – in your hands. After all, you’ve earned it.
Call Silverhawk today at (480) 296-0200. Because when it comes to your money, we’ll help you get more out of it, keep more of it and protect it like it was our own.
The Tria Formula
With over 37 years of experience advising high net worth clients, Silverhawk has developed and refined the Tria Formula™, a process that effectively identifies the ideal asset allocation for you on a personally customized basis.
Tria Formula™ benefits you by providing substantial diversification of your investment portfolio so that volatility in any one market sector is mitigated by the benefits of the other asset categories.
Tria Formula™ includes portfolio participation in the following:
This part of the portfolio experience provided by other financial service professionals, this part of the portfolio provides access to the world’s equity and bond markets, with primary focus on US markets. Exposure is gained via a broadly diversified portfolio constructed primarily with exchange-traded funds (ETFs) that enable extremely cost-effective access to almost infinite market sectors.
Your investments need to be protected from large unexpected declines in the equity and bond markets. This is best accomplished by gaining direct exposure to investments in non-correlated asset categories.
This part of your investment portfolio enables participation in positive returns in the equity and investment markets, yet protects you from losses that might be incurred by those same markets.
Money is allocated to retirement plans based on your individual income and benefit plan offered details. If at all possible, we recommend you fully fund these vehicles, typically 401(k) plans, to the maximum allowed via plan rules and government regulations.
NON-QUALIFIED INDEX BASED LIFE ACCUMULATION PLANS
This important risk-protected category can be gained by the appropriate structure and purchase of individual life insurance plans participating in equity market returns via an index-based crediting approach.
Portfolios will be designed that apply the Tria Formula™, meaning in most cases the bulk of these funds are deployed in ETF-based portfolios that benefit by utilizing option trades to hedge against broad market declines and to provide added Alpha (increased positive returns).
Silverhawk Financial’s planning process will always originate with a focus on the tax effect of any recommended changes or plans. This includes not only income taxes, but estate taxes.
High net worth/income clients have inordinate exposure to litigation and the potential loss of assets. We will advise you regarding all potential opportunities to reduce and mitigate this exposure.
Our reliance on utilizing the extremely beneficial Tria Formula, refined from over 40 years’ experience and dynamic development, provides you with the opportunity to focus on your family, your career and your recreational endeavors in happy pursuit of your “work optional” lifestyle knowing that your portfolio is protected from violent/sudden market swings resulting from Wall Street’s illogical reactions.
You worked hard to accumulate your wealth, now we will work to protect it, and grow it in value. We use our years of experience to develop a customized approach for your portfolio, taking into consideration income and estate taxes, asset protection, and your goals, risk and comfort level. We also examine the state of the financial markets nationally and globally as well as evaluate the level of correlation or non-correlation that will best serve to preserve your principal during market downturns.
At Silverhawk, we identify superior asset management expertise and provide access to it for you via Silverhawk Asset Management, LLC , a SEC Registered Investment Advisor.
An example of our selected investment advisor relationships would be Nepsis Capital. Founded by Mark Pearson, Nepsis’ investment vision believes that success in investing, as in life, is a result of absolute clarity. At Nepsis, a sound investment philosophy, proven investment strategies, flexibility and transparency reflect their clarity in investing.
Sure, your CPA can crunch the numbers and compliantly complete your tax return(s), but being a CPA should be so much more!
Would you like someone with a fresh look that brings creative tax planning ideas to you in a customized method so as to realize beneficial tax savings, tax savings that can increase business cash flow enabling you to grow the enterprise, cash flow improvement that makes you more bankable and more marketable?
At Silverhawk we are redefining the role of the CPA and have created a comprehensive, multi-disciplinary method for providing tax and financial review, recommendations and implementation.
Our approach can mean worlds of difference for you and your business!
Medical Financial Advisory
If you are a physician looking for financial advice and tax planning wisdom, you need a specialist!
As a physician, you already know that your financial world is substantially different from the rest of the world. That’s why at Silverhawk, we provide a wide array of specialized financial services on both a business and an individual perspective to medical practices and the physicians that own and operate them. Our years of experience, and our vast expertise and resources in working in this specialized area enables us to offer strategies and value-added services designed to help you profitably manage the business side of your practice, protect the assets you accumulate from loss, and minimize any income and estate tax burdens that you might face.
Reducing costs means increased profits.
Business owners and physician practices constantly struggle with the ever-increasing percentage of revenues that must be dedicated to employee benefits cost, especially in the area of health insurance. At Silverhawk, we have the resources to identify the most cost effective methods for our clients to provide for this and other important fringe benefits. Our experience, knowledge and affiliations put us in the position to research, analyze and identify methods of providing coverage – be they direct purchase, association health plans, utilization of Professional Employer Organizations (PEOs) or employee leasing. We may even identify ways for you to reduce overall risk management costs via ownership of your own insurance company.
We’ll assist you in evaluating options relating to:
Family Office Services
As wealth increases, so does complexity. The need for a centralized and coordinated effort that will serve to simplify and efficiently streamline wealthy families’ functions such as income taxes, estate tax planning, charitable giving, investment management and reporting as well as assemble financial information for effective overall planning is essential.
Accounting for family assets and investments is critical to this process. So is communication. Our multi-disciplinary approach benefits high net worth families as we can provide you a much more integrated and comprehensive perspective and help you to understand when disciplines intersect and interact, or when they operate independently. Global asset management, property management and maintenance, integrated estate and income tax planning, even bill paying and reporting, all consolidated in one expansive relationship is what we seek to achieve.
Silverhawk Realty’s mission is to use our vast expertise, and attention to detail, to serve the needs of the Silverhawk clientele. Our understanding and experience with the ever-evolving Arizona real estate market has enabled us to serve countless clients with their real estate needs.
We possess extensive experience with traditional sales, jumbo and creative financing strategies, short sales and strategic defaults. Our substantial network of reliable lenders, title companies, inspectors and contractors assures you that we’re able to handle all aspects of the real estate transaction, both prior and long after the sale.
Designated broker, David Larchez has been involved in residential real estate and construction management since 1998. Originally from the north shore of Massachusetts, David moved to Arizona in 2003 after completion of his MBA. Since that time David has been involved in over $50M of residential real estate transactions.
David and his qualified team are ready to provide whatever assistance and advice our clients need or desire.