 |
|
 |
 |
|
| Silver Bridge Institute |
|
Silver Bridge Institute (SBI) is an educational platform that empowers our community
to become more engaged in their financial lives, enriches their knowledge and provides
a roadmap for continued learning. Our educational programs provide a
customized knowledge base with tools that deepen client relationships through strong,
consistent communication and financial understanding.
The four cornerstones of our educational curriculum include:
Investments: Understanding the markets and how to construct and implement thoughtful portfolios
Wealth Planning: What you have and how to incorporate budgeting, tax planning, insurance, and estate planning into a thoughtful financial plan aligned with your goals and dreams
Philanthropy: Creating impact and inspiration to do well by doing good
Family Continuity: Family dynamics, business transition, health, security and a range of other topics integral to successful legacy planning
Empowering our clients through knowledge is the cornerstone of the Silver Bridge Value System. Our educational platform was designed several years ago to respond to our clients’ needs, taking into account the economic and market environment as well as demographic trends.
Today, affluent clients remain faced with an overwhelming amount of information. That, combined with a lack of transparency, and fear of the markets, has made education a priority for investors. At Silver Bridge we remain committed to knowledge-based empowerment for investors. The Institute will continue to evolve to meet that challenge.
|
|
|
|
|
|
|
|
|
EMPOWERMENT
THROUGH EDUCATION |
|
|
|
|
|
|
"We believe educated and thoughtful
clients push us toward continual
improvement in our work and thinking."
|
|
| Steve Prostano |
Chief Executive Officer,
Silver Bridge |
|
|
|
|
|
|
|
|
|
|
