Siler Wealth Management (hereafter referred to as “SWM”) is a financial services firm and a DBA offering advisory services through SDR Investment Management, Inc. a State Registered Investment Advisor. SWM is a fee-only financial advisor and money manager. Securities are also offered through Brookstone Securities, Inc. member FINRA/SIPC. SDR Investment Management, Inc. and Brookstone Securities, Inc. are not affiliated.
Opinions expressed are solely those of Lee A. Siler, President of SDR. All information contained in this website is believed to be accurate. Any information provided by links from our website is believed to be from reliable sources but we make no representations as to its accuracy or completeness. SWM is not responsible for damages incurred as a result of visits to other websites.
The purpose of this site is limited to the dissemination of general information regarding the products and services offered by SWM and its affiliates. Part II of Form ADV, which details the business practices, services offered, and management fees charged by SWM, is available upon request.
SWM is committed to respecting and protecting your privacy. Personal information collected on this site or through follow up conversations will remain the exclusive property of SWM and will never be shared with, or sold to, any third party. The information provided will only be used to provide the best customer experience possible, and never for the purpose of unwanted solicitations.
Siler Wealth Management