Locally owned firm is set to kick off their year-round commitment to the local community
Vermont Business Magazine SilverLake Wealth Management, a locally owned and independent financial advisory firm, has announced their new year-long commitment to the community through their “Share the Wealth” campaign.
SilverLake Wealth Management also announced the results of their first charitable drive that benefitted COTS Burlington.
Earlier in the year, SilverLake hosted a cold weather gear drive to benefit COTS Burlington and those who require their services. With a generous match made by SilverLake, they were able to donate:
- 130 beanies
- 432 pairs of socks
- 108 pairs of weatherproof gloves
- An additional $200 monetary donation
“The SilverLake team feels fortunate to be in the position that we are in, and we want to share our wealth of knowledge, experience, and resources with those around us.” said Nate Cloutier, a Registered Investment Advisor and Vice President of Business Development. “It’s our job to be a good neighbor, a good corporate partner, and a good corporate citizen. It is our job to do our part.”
Throughout the year, the SilverLake team will focus on addressing the needs of those in the community through:
- Fundraisers and drives to help increase exposure for local charities, raise awareness for causes, and provide the necessary items for those in need Along with encouraging others to help, SilverLake will share the wealth by matching donations received on certain drives
- Educational events that will focus on financial literacy, helping people develop good financial habits, and discussing the process of building long-term wealth
- Volunteer opportunities, supporting community events, and bringing important issues to light
“As a fiduciary, it’s our nature to do things in the best interests of others, so we are excited to kick off our campaign in mid-January and make a positive impact on the community,” said Jeff Steele, a Registered Investment Advisor and Managing Partner.
[WILLISTON, VERMONT, January 5, 2023] - SilverLake Wealth Management. www.silverlakewealth.com
