Silver Sail Wealth Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

5601 Democracy Dr Ste 275, Plano, Texas,...

Phone Number

(972) 608-2624

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Silver Sail Wealth Advisors

Silver Sail Wealth Advisors specializes in providing tailored financial solutions for individuals, families, women, LGBTQI+ clients, retirees, and business owners. They focus on guiding clients through their unique financial journeys, emphasizing the importance of intentional decision-making and stewardship of wealth. The firm is particularly dedicated to supporting widows and families in navigating financial challenges and creating stability. With a commitment to fostering financial confidence, Silver Sail Wealth Advisors aims to empower clients to achieve their financial goals.Explore more
Silver Sail Wealth Advisors's Social MediaPopular SearchesSilver Sail Wealth AdvisorsChristi Staib, MBALPL Financial LLCsilversailwealthadvisors com IfSIC Code 62,628NAICS Code 52,523Show more

Silver Sail Wealth Advisors Org Chart

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United States flag for contact location.

Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Silver Sail Wealth Adviso...

<$5M
1-10
Private
-
2009
ML
Mark LontcharChief Operating Officer
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
$5.2M
11-50
Private
-
2013
JR
Jackson RogersChief Compliance Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2018
JF
John FerraroInvestment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Silver Sail Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Silver Sail Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Silver Sail Wealth Advisors.

Silver Sail Wealth Advisors Tech Stack

A closer look at the technologies used by Silver Sail Wealth Advisors

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Frequently Asked Questions Regarding Silver Sail Wealth Advisors

What is Silver Sail Wealth Advisors's official website?
Silver Sail Wealth Advisors's official website is www.silversailwealthadvisors.com
What is Silver Sail Wealth Advisors's Revenue?
Silver Sail Wealth Advisors's revenue is <$5 Million
What is Silver Sail Wealth Advisors's SIC code?
Silver Sail Wealth Advisors's SIC: 62,628
What is Silver Sail Wealth Advisors's NAICS code?
Silver Sail Wealth Advisors's NAICS: 52,523
How many employees does Silver Sail Wealth Advisors have?
Silver Sail Wealth Advisors has 1-10 employees
What industry does Silver Sail Wealth Advisors belong to?
Silver Sail Wealth Advisors is in the industry of: Finance, Securities Trading
What is Silver Sail Wealth Advisors competition?
Silver Sail Wealth Advisors top competitors include: Longhouse Investments, Montecito Capital Management Group, WT Wealth Management, Evanson Asset Management
What technology does Silver Sail Wealth Advisors use?
Some of the popular technologies that Silver Sail Wealth Advisors uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Microsoft 365
How do I contact Silver Sail Wealth Advisors?
Silver Sail Wealth Advisors contact info: Phone number: (972) 608-2624 Website: www.silversailwealthadvisors.com
What does Silver Sail Wealth Advisors do?

Silver Sail Wealth Advisors specializes in providing tailored financial solutions for individuals, families, women, LGBTQI+ clients, retirees, and business owners. They focus on guiding clients through their unique financial journeys, emphasizing the importance of intentional decision-making and stewardship of wealth. The firm is particularly dedic... ated to supporting widows and families in navigating financial challenges and creating stability. With a commitment to fostering financial confidence, Silver Sail Wealth Advisors aims to empower clients to achieve their financial goals.Read More

What are Silver Sail Wealth Advisors social media links?
Silver Sail Wealth Advisors Linkedin page Silver Sail Wealth Advisors Twitter page Silver Sail Wealth Advisors Facebook page
Is Silver Sail Wealth Advisors a public company?
Silver Sail Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Silver Sail Wealth Advisors

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