Silvercap Wealth Management is an independent investment management and financial planning firm located in West Des Moines, Iowa. At Silvercap, we pride ourselves on being a ?one-stop shop? for comprehensive and fully integrated wealth management. Silvercap was born from a vision of creating a small, independent firm, able to deliver unbiased and personalized service to our clients. We are able to achieve this by always focusing on our clients financial goals, and taking a proactive approach to changes in the market and our client?s lives.
At Silvercap, our team is experienced working with a wide array of financial situations. Just as a good quarterback needs a good offense, we utilize a vast network of experts in related areas when your situation calls for it.
|Firm Start Year:||2012|
|Insurance License#:||10673374 & 6893699|
|Name of Broker/Dealer:||Arete Wealth Managment|
|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||
FINRA: FL, IA, KS, MO, NE|
SEC/RIA: AL, IA, IL, IN, MA, MN, MO, MS, NV, OH SC, TX, WA, WI
|Number of Years with Current Firm:||2|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Annuities , Stocks , Mutual Funds , Bonds , Options & Futures , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Insurance|
|I can meet clients in the following ways:||At your home , At my office , Via phone , At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity , Life , Annuity , Variable Life|
|Firm's Number of Clients:||400|
|Firm's Number of Managed Clients:||400|
|Assets Managed by Firm:||$100m+|
|Advisor's Number of Clients:||400+|
|Assets Managed by Advisor:||$100m+|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Bachelor of Business Administration - Paul||
University of Iowa - Iowa City, IA
August 1999- May 2003
|Bachelors Degree - Josh||
University of Northern Iowa - Cedar Falls, IA
August 1992- May 1996
Securities offered through Arete Wealth Management, member FINRA/SIPC/NFA. Investment advice offered through Arete Wealth Advisors.
Joshua is a Co-Founder and President of Silvercap Wealth Management. Josh grew up on an acreage outside of Colfax, Iowa. Before starting his career in financial services, he enlisted in the Iowa ARMY National Guard and went on to graduate from Fort Benning where he was assigned as a paratrooper to the 194th Long Range Surveillance Detachment (Airborne). After graduating from the University of Northern Iowa, he was commissioned as an Officer serving in the Iowa ARMY National Guard and the ARMY Reserves.
Josh?s first experience as a Financial Advisor was for a fraternal life insurance company based out of the Midwest. Rising in the ranks quickly, Josh soon became one of the top advisors in the company. After developing his client base for six years, Josh transitioned to Des Moines where he served for seven years as a Senior Investment Advisor for one of the top investment advisory firms in the nation.
Paul is a Co-Founder and Partner at Silvercap Wealth Management. Paul grew up in Des Moines and graduated from the University of Iowa. Since 2004, he has become well rounded in the industry by working in many different facets of the industry. After several positions supporting other Financial Advisors, Paul began working directly with clients to achieve their financial and investment goals.
In 2010, Paul earned his CERTIFITED FINANCIAL PLANNER? designation which requires passing rigorous education, experience and ethics requirements. The CFP® certification is one that indicates a holistic approach to planning and personal financial management.
Financial Planning for Individuals
Financial Planning is an essential part of Silvercap. In today?s world, it?s now more important than ever to make sure you?ve effectively planned for your family?s financial future. There are a lot of uncertainties in the future and the only thing we have control over is what we do today, for tomorrow. Rather than only focusing on your investments, we review the entire financial picture to build a plan where everything fits together. This involves an analysis of a broad range of items such as risk mitigation, taxes, estate planning, Social Security & Medicare, just to name a few. Using sophisticated planning tools, we provide a comprehensive approach to identify solutions and create your customized strategy. At Silvercap, it?s important that each investment recommendation we make, fits with your overall plan.
We believe that the foundation of any well-managed investment portfolio is built with a strong diversified portfolio of marketable securities such as mutual funds, stocks and fixed income. Whether you?re aiming to out-pace the stock market, or targeting a specific return to reach your goal, we have strategies for it all. We don?t believe in the commonly prescribed ?Buy, Hold & Pray? approach, particularly with the market we?ve experienced over the past 15 years. Our system is designed to provide every client, large or small, with the same personal attention where each portfolio is consistently monitored and actively managed.
Investment Management & Advice
Through our experience of managing clients? portfolios, we have established partnerships with cutting edge custodians, top-tier money managers and alternative investment firms to bring all the appropriate tools in an ?independent and unbiased? environment in an effort to seek out the best risk adjusted net returns appropriate to you. We also partner amongst our fellow advisory teams to share in the knowledge that each advisor has developed over their career. The singular objective of this process is to deliver the best service and investment management experience for you, the client.
|Throughout Iowa and other licensed states|
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|