Tax Planning
Investment Strategies
Financial Counseling
Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2021 – 2024)
For more than a decade, Adam Silvey has focused his practice on tax planning, investment management, and financial counseling.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.