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Fiduciary Wealth Planning & Investment Management
Your Wealth Deserves More Than a Template.
A concentrated position, exit timeline, and inheritance often present complexities that templates struggle to address.
Grounded in direct experience across Capital Markets, Private Equity, and as an Expat Controller, I build custom plans and portfolios for the specific gap that basic advice and private banks ignore.
- Casey Silveria, MBA, Founder & CCO
The Underserved Gap In Wealth Management
Your situation isn't template-simple:
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Concentrated stock position from your business or equity comp (40-60% of net worth)
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Major transition planned in 3-5 years (business exit, property purchase, early retirement)
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Complex tax situation (business entities, RSUs, trust structures)
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Specific goals with specific timelines (not vague "retirement someday")
My focus is different. While many approaches rely on standardized models, my process is designed to build a specific strategy centered on your timeline, your concentrated position, and your goals.
But you're not wealthy enough for the $30M+ minimums where private banks build truly custom strategies.
That's the gap I built Silveria Wealth Group to serve.
Mapping What Your Wealth Can Accomplish
Aim for Clarity on What You Can Fund, and When. My goal is to move you from "I think we're fine" to having a clear, actionable roadmap that models your financial capacity against your goals.
Hypothetical example: You want to give your child $250K to launch a business in two years. We'll position that capital specifically for that timeline, in strategies designed for near-term liquidity. It's separated from your retirement money, which can handle market swings because you won't need it for 15 years.
Prepare for Uncertainties with Confidence. A core part of my mission is to build a framework that prepares you to make informed decisions, especially during periods of market stress or personal uncertainty.
About that retirement question: My analysis can help you understand whether 55, 60, or 66 is realistic, and what actually drives that timeline. Driven by analysis, not assumptions.
Every dollar in your portfolio connects to something specific you're funding.
Gaining Insights for Major Decisions
Right now, every big financial choice probably feels like you're flying blind.
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Should you diversify that concentrated position now or wait?
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If you help your son with business capital, does that jeopardize retirement?
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Can you actually afford that vacation property?
My analysis aims to provide answers. I'll stress-test your strategy across multiple scenarios, so you can see what difficult periods look like in actual dollars to your specific goals, not vague percentages.
This preparation is designed to support informed decision-making, though it cannot eliminate uncertainty or guarantee outcomes.
A Framework for Evaluating Complex Strategies
Yes, your advisor can offer private credit interval funds or real estate alternatives. Most platforms now offer these strategies.
The question isn't can you access them. The question is should you?
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Is that interval fund's fee structure justified by its strategy and structure?
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Does that "liquid alt" ETF actually behave differently during downturns, or does it follow equity patterns?
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When do direct strategies with higher minimums make sense versus lower-minimum fund versions?
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Are you being compensated appropriately for accepting liquidity constraints and complexity?
My background includes evaluating complex investments, allowing for in-depth analysis. I evaluate these strategies against my Four-Pillar framework: Economic Logic, Empirical Support, Persistence, and Justified Pricing.
Strategies are recommended only after rigorous evaluation, not because you "should have a certain allocation" or because platforms incentivize advisors to recommend them.
Strategic Planning for Concentrated Holdings
Here's a scenario: You have $800K in company stock. That's 60% of your net worth. Your current advisor says "we should diversify eventually" but has no actual plan.
Build a Multi-Year Roadmap to Manage Concentration. I work with you to develop a specific, multi-year plan designed to manage the risks and opportunities of your concentrated position.
Not "sell everything" or "hold forever." An actual strategy with specific timing and tax considerations.
Family Money Decisions Follow Clear Frameworks
Your daughter wants $100K to start a business. Your brother-in-law pitches an "opportunity." A friend asks for a loan.
Right now? Every ask may feel like an emotional negotiation. You wonder if you're being too generous, too tight, inconsistent between kids.
I'll help you and your family establish decision criteria. When requests come, you'll have clear principles for family capital: what qualifies, how much, what structure (gift vs. loan).
The goal: reduce emotional negotiation and create consistency in how you handle these decisions.
Built for Customization, Not Scale
Template approaches are built for one thing: volume. They are standardized to be efficient and profitable, but that very efficiency becomes a liability when your situation is no longer standard.
My custom, high-touch approach is designed specifically for investors who need:
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Portfolio strategies beyond public equities and bonds
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Rigorous evaluation of complex products (not firm-promoted options or checkbox diversification)
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Analysis of which strategies may be appropriate
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Design that considers concentrated positions and tax complexity
I work with a select number of clients, typically $500K+ investable assets, who are caught between template solutions and the $30M+ ultra-high-net-worth minimums.
I'm not managing hundreds of standardized accounts. I'm building custom strategies for investors in this gap.
How I Filter Investment Strategies
Every complex strategy must pass all four hurdles before I'll consider it for your portfolio:
1. Economic Logic: Why should this work? Sound economic reasoning or financial engineering with embedded costs?
2. Empirical Support: Does evidence across market cycles support it, or primarily selective recent data?
3. Persistence: Built on durable advantages or arbitrage likely already competed away?
4. Justified Pricing: Are the costs, complexity, and illiquidity justified versus simpler alternatives?
What this means for you: Strategies recommended based on passing rigorous analysis and fitting your situation, not because they generate higher fees or firm relationships.
(Want to see how this works in practice? Email me and I'll send you a copy → hello@silveriawealthgroup.com)
Why Silveria Wealth Group Exists
This work is personal to me. Growing up on a farm, I witnessed a paradox that has defined my career: I saw how being stewards of the land did not always lead to financial security.
That paradox raised a core question: Why doesn't responsibility create financial security?
Answering that question is what drove me to learn multiple finance disciplines and earn an MBA. It's why my perspective on wealth is grounded in 12+ years of experience, built across four distinct seats:
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The Treasury & Capital Markets Seat: Managing liquidity and risk for a Fortune 500 company.
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The Controller Seat: Building hedging strategies and ensuring global financial performance.
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The Investment Seat: Evaluating complex strategies and analyzing returns in Private Equity.
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The Business Unit Finance Seat: Driving strategy with pricing, modeling, and strategic budgeting.
From these four seats, I saw a major gap in the industry: Investors with $500K to $30M who could benefit from this multi-domain perspective often had limited access to it.
Answering that core question for investors in that specific gap is why I launched Silveria Wealth Group.
I bring the combined perspective of these financial disciplines, which is why I can look at your liquidity needs, tax complexity, business operations, and investment strategy as one integrated system.
You shouldn't need $30M to work with someone who understands how all the pieces connect.
What I Aim To Deliver
➡️ Portfolio built for your timeline (not a template): Your concentrated positions, liquidity needs, tax situation, and goals drive every decision.
➡️ Independent evaluation of strategies: Rigorous analysis of which products may be worth the cost and complexity, not checkbox diversification or firm-promoted options.
➡️ Multi-domain perspective: I understand how Treasury views liquidity, how Controllers think about hedging risk, how capital markets work, and how to evaluate investments.
➡️ Analysis designed to inform major questions: Can you retire at 58? Can you fund your daughter's business and your son's education? What might happen if markets decline significantly before your exit? My analysis is designed to help you understand these scenarios.
➡️ Preparation through stress-testing: Your strategy tested against historical scenarios to understand potential impacts to your specific goals.
➡️ Framework for family capital decisions: Established principles for requests. The goal: reduce case-by-case emotional negotiations.
➡️ Direct relationship with me: You work with the founder. Your strategy doesn't get delegated.
And importantly: This approach is designed to support more confident decision-making. Not because outcomes are guaranteed (they're not) but because you'll understand your situation, you'll know the plan, and you'll see the stress-tests. The goal is informed decisions based on analysis, not hope.
Let's See If This Approach Fits
Schedule a 30-Minute Discussion
I'll review your situation and we'll explore:
✓ Whether your plan and portfolio structure aligns with your 3-5 year timeline
✓ If that concentrated position has a strategic approach or just vague "we should diversify eventually" advice
✓ Whether your inheritance requires a new level of sophistication
Complimentary. No sales pitch. Our conversation focuses on your specific situation and whether this approach makes sense for you.
Thank you for reading this far!
In gratitude,
Casey Silveria, MBA
Founder, Wealth Manager & CCO
12+ Years Multi-Discipline Finance: Sr. Treasury Capital Markets Analyst | Expat Controller | Private Equity
Silveria Wealth Group, LLC | Fee-Only Fiduciary | Boise, Idaho
Serving High-Net-Worth Clients ($500K+ Investable Assets)
Important Information
About My Services: Silveria Wealth Group is an Idaho registered investment adviser offering comprehensive wealth management and investment management services. Planning fees typically range from $2,500 to $100,000 annually depending on complexity. Additional Investment management fees range from 0.50% to 1.00% of assets under management. Minimum relationship size is typically $500,000 in investable assets.
Investment Risks: All investments involve risk, including possible loss of principal. Past performance does not guarantee future results. No strategy can guarantee specific outcomes or protect against loss in all market conditions. Market conditions, individual circumstances, and investment performance will vary.
Alternative Investment Considerations: Alternative investments discussed (private credit, direct real estate, structured products, interval funds) involve material additional risks: significantly higher fees than traditional investments; limited or no liquidity with potentially multi-year lock-up periods; less transparent pricing and infrequent valuations; concentration risk; complex tax treatment; higher minimums and suitability requirements. These strategies may not be suitable for all investors.
Scenario Analysis and Emotional Outcomes: References to stress-testing, scenario analysis, emotional states (confidence, reduced anxiety, better decision-making), and hypothetical scenarios use assumptions based on past periods and cannot predict actual future events, outcomes, or individual emotional responses. Examples provided (such as funding scenarios or portfolio compositions) are hypothetical for illustrative purposes and do not represent actual client results or guaranteed experiences.
Comparative Statements: Comparisons to "many advisors" or "traditional retail backgrounds" are based on general industry observations and the founder's professional experience. Individual advisory practices vary widely.
Form ADV: For complete information about services, fees, conflicts of interest, and disciplinary history, please review the Form ADV Part 2A disclosure brochure, available by request or in the website footer.