Silverlake Wealth Management LLC

Richard Briand is a financial advisor at SilverLake Wealth Management LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Purshe Kaplan Sterling Investments, Inc. since 2020. Briand is also an Investment Committee Member for the Society of St. Edmund, a role he has held since 1988. SilverLake Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm constructs customized, primarily long-term portfolios and offers ongoing portfolio supervision and client communication through an institutional platform.

Gregory Steele is a financial advisor at Silverlake Wealth Management LLC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mizuho Securities USA LLC and RBC Capital Markets. Silverlake Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm focuses on customized, primarily long-term portfolios using equities, fixed income, mutual funds, and ETFs, and offers specialized strategies including manager oversight and plan-level services.

Ryan Bergmann is a CFP® with six years of industry experience, currently serving as an advisor at SilverLake Wealth Management LLC. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, as well as a seven-year tenure at Gap Inc. SilverLake Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm manages approximately $573 million in assets with a nine-advisor team, offering customized long-term portfolios and specialized strategies through institutional platforms.

Hans Smith is a financial advisor at SilverLake Wealth Management LLC in Burlington, VT, holding a Series 65 designation with 11 years of industry experience. His prior roles include positions at One Day In July LLC and Taughannock Aviation. SilverLake Wealth Management LLC offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to a broad client base, including high-net-worth individuals and other registered investment advisers. The firm emphasizes customized, primarily long-term portfolios and supports specialized strategies through institutional platforms and manager oversight.

Johnhenry Hubert is a financial advisor at Silverlake Wealth Management LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Catamount Asset Management LLC for 14 years. In addition to his advisory role, he is a licensed insurance agent in Rutland, VT. Silverlake Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm employs a fiduciary approach, constructing customized long-term portfolios and offering specialized strategies supported by institutional relationships.

Jeffrey Steele is a financial advisor at SilverLake Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at SilverLake since 2012. Prior to that, he was with Purshe Kaplan Sterling Investments and LPL Financial. SilverLake Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm manages approximately $573 million in assets with a team of nine advisors and offers customized long-term portfolios alongside specialized strategies and institutional platform access.

Thomas Golonka is a CFP® with 34 years of industry experience, currently serving at SilverLake Wealth Management LLC. He has worked at Purshe Kaplan Sterling Investments since 2020 and has been with SilverLake Wealth Management since 2012. Golonka holds board roles outside of his advisory work, including chairing the Vermont Pension Investment Committee and serving on the boards of UVM Health Network and the Montpelier Foundation. SilverLake Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base. The firm emphasizes customized, primarily long-term portfolios and supports independent managers, serving approximately 688 clients with $573 million in assets under management.

Derek Eddy is a financial advisor at SilverLake Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and LPL Financial prior to his current role. Outside of advisory work, he is involved as a registered agent for Sunday Studio VT LLC, a salon business. SilverLake Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and other registered investment advisers. The firm manages approximately $573 million in assets with a nine-advisor team and offers customized, primarily long-term portfolios along with specialized strategies and institutional platform implementation.

Theodore Riehle III is a financial advisor with SilverLake Wealth Management LLC in Williston, VT, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with SilverLake Wealth Management since 2012 and also worked at Purshe Kaplan Sterling Investments. Outside of advising, he is involved in the sale and servicing of fixed insurance products. SilverLake Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm constructs customized, primarily long-term portfolios and offers plan-level services, operating with a nine-advisor team managing approximately $573 million in assets.

Robert Eddy is a financial advisor at SilverLake Wealth Management LLC with 52 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Purshe Kaplan Sterling Investments, Inc. since 2020 and SilverLake Wealth Management since 2012. Eddy also serves as a managing partner at SilverLake Wealth Management and is an independent insurance agent. SilverLake Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and other registered investment advisers. The firm focuses on customized, primarily long-term portfolios and offers institutional platform access alongside specialized strategies, supporting a team of nine advisors and approximately 688 client relationships.