Scott Silver

Scott Silver Email and Phone Number

Partner, Chief Financial Strategist at Fountainhead Advisors @ Fountainhead Advisors
Scott Silver's Location
New York City Metropolitan Area, United States, United States
Scott Silver's Contact Details
About Scott Silver

With the launch of my own retail business at a young age, I had a firsthand experience of the opportunities and challenges of entrepreneurship, I became a student of my own business, welcoming all opportunities to further his growth and learning. Today, and with over two decades of track record serving small businesses and individuals, and after building a thriving business at a Fortune 100 financial services firm, I am committed to listening to our clients and their particular needs, building a long-term relationship based on genuine trust. Motivated by the opportunity to produce real life changing results in a client’s life, I enjoy empowering families and businesses to better understand their resources and learn to take control of their future. As a Co-Managing Partner and Chief Financial Strategist at Fountainhead Advisors, I help business owners to growth their overall wealth and create succession plans, I educate physicians on contracts and general practice management, and I help parents of families with special needs navigate the complex process of planning ahead, and I have an active role in empowering women to make financial decisions by providing educational workshops in our community.My areas of expertise include: Customized Investment Strategies, Income Tax Planning, Estate Planning, College Funding, Retirement Planning Risk Mitigation and Insurance Planning.

Scott Silver's Current Company Details
Fountainhead Advisors

Fountainhead Advisors

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Partner, Chief Financial Strategist at Fountainhead Advisors
Scott Silver Work Experience Details
  • Fountainhead Advisors
    Partner, Co-Founder, Chief Financial Strategist
    Fountainhead Advisors Nov 2013 - Present
    Warren, New Jersey, Us
    At Fountainhead Advisors, we provide customized Financial Life Planning solutions that integrate every facet of our client’s unique life situations and objectives. Believing that the story behind each client is a fundamental factor for successful financial planning, we take the time to get to know them, their goals and aspirations before creating plans and portfolios that protect, preserve, and grow their wealth. We’re a team of specialists — not generalists — whose greatest strength is the ability to connect on a human level. Our team includes specialists in planning, investing, estate, retirement, education, tax, insurance and planning for families, individuals, small business owners and families with special needs. We bring everything together in one place, so our clients can feel complete control and contentment.
  • Fountainhead Asset Management
    Partner, Co-Founder
    Fountainhead Asset Management Jan 2017 - Present
    In today's highly competitive business environment, focus on a specialized task is imperative for success. We specialize in providing outsourced Chief Investment Officer (OCIO) services. From portfolio construction, to analysis, to trading, and to the technology supporting it all - we are responsible for deep understanding and implementation.
  • Cincy Meded, Llc
    President And Ceo
    Cincy Meded, Llc Jan 2007 - Oct 2014
    Physician’s (Ph)inance - Money and MedicineEducating Medical Residents about Contracts, Practice Management and other business and financial topics. (2014 Merged with Fountainhead Advisors)
  • The Paragon Financial Group
    Financial Strategist
    The Paragon Financial Group Sep 1997 - Nov 2013
    The Paragon Financial Group is a multi-faceted financial services organization that applies an integrated and coordinated approach to help individuals and business owners optimize their financial positions in order to help maximize and protect their wealth.
  • Silver Enterprises
    Owner
    Silver Enterprises Oct 1994 - Aug 1996
    Distribution of various product lines and services

Scott Silver Skills

Wealth Accumulation Strategies Wealth Conservation Strategies Wealth Distribution Strategies Wealth Management Succession Planning Financial Planning Portfolio Management Retirement Planning Estate Planning Business Planning Business Strategy Financial Analysis Investments Strategic Financial Planning Charitable Gift Planning Charitable Remainder Trusts Strategic Thinking Wealth Asset Managment Strategies Disability Insurance Life Insurance Permanent Life Insurance Managed Money Asset Allocation Asset Protection Risk Management Investment Strategies Securities Retirement Financial Planners 401k Asset Management Finance Financial Advisory Fixed Annuities 401 Retirement Savings Plans

Scott Silver Education Details

  • The American College
    The American College
    Chartered Financial Consultant • Chartered Special Needs Consultant
  • Xavier University
    Xavier University
    Executive Certificate In Financial Planning (Cfp)
  • School For Creative And Performing Arts
    School For Creative And Performing Arts
    Music
  • Xavier University
    Xavier University
    Cfp Training

Frequently Asked Questions about Scott Silver

What company does Scott Silver work for?

Scott Silver works for Fountainhead Advisors

What is Scott Silver's role at the current company?

Scott Silver's current role is Partner, Chief Financial Strategist at Fountainhead Advisors.

What is Scott Silver's email address?

Scott Silver's email address is sc****@****dam.com

What is Scott Silver's direct phone number?

Scott Silver's direct phone number is +173234*****

What schools did Scott Silver attend?

Scott Silver attended The American College, Xavier University, School For Creative And Performing Arts, Xavier University.

What skills is Scott Silver known for?

Scott Silver has skills like Wealth Accumulation Strategies, Wealth Conservation Strategies, Wealth Distribution Strategies, Wealth Management, Succession Planning, Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, Business Planning, Business Strategy, Financial Analysis.

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