About

Silo Wealth was established in January of 2023 with the mission of helping a select number of individuals and families efficiently manage their wealth. Just as a Silo stores grain for a temporary purpose, we believe that the strategies we use to manage our clients’ hard-earned wealth should be designed with a similar focus on storage and use. By taking a thoughtful approach to planning for the future, we can help our clients protect and grow their wealth over time. We understand that each of our clients has unique financial needs, and we work closely with them to understand their goals and develop customized solutions that meet their objectives.

At Silo Wealth, we are guided by a set of core values that reflect our commitment to authenticity, a people first approach, stewardship, and agility. Our values drive everything we do, from the advice we give to the way we interact with our clients.

 
 

More about us

  • Silo Wealth is led by our founder and Advisor, Brian Senske, who brings a unique perspective to wealth management. With a background in public accounting, private equity, and experience as a CFO in multiple industries, our founder has differentiated experiences to help individuals and families manage their wealth as if it were a business. We have strategic relationships with various partners including Fidelity Investments, Charles Schwab, Guardian Wealth Advisors, and Aptus Capital Management. These partnerships enable us to provide a best-in-class custodial and investment platform to our clients. In addition, Silo Wealth has relationships with CPAs, insurance brokers, and estate planning attorneys to assist our clients with wealth management strategies and implementation.

  • At Silo Wealth, we are guided by a set of core values that reflect our commitment to authenticity, people, stewardship and innovation. Our values drive everything we do, from the advice we give to the way we interact with our clients.

    Authentic: Authenticity is at the heart of everything we do. We believe that transparency is essential to building long-term relationships with our clients. That’s why we focus on clear communication and take a straightforward approach to delivering advice to our clients.

    People First: At Silo Wealth, we believe that people should always come first. We are dedicated to putting our clients’ needs and goals at the forefront of everything we do. This means that sometimes the most “efficient” financial solution isn’t the primary pursuit, rather it is the peace of mind of the person sitting in front of us.

    Stewardship: Like a Silo stores grain until it is needed, we believe that wealth is a tool and is meant to be used for a purpose. We are committed to helping our clients develop goals and strategies to efficiently store their hard-earned resources until they are needed. We believe in giving back to the communities we serve through charitable giving, volunteer work, and other initiatives that make a positive difference. With Silo Wealth, you can trust that you’re not just getting a wealth management partner, but a partner in service and giving who’s committed to helping you achieve your financial goals and make a difference in the world.

    Agility: We believe that the world of finance is constantly evolving, and that successful wealth management requires the ability to adapt quickly to changing conditions and seize opportunities as they arise. Whether it’s adapting to market trends, responding to changes in tax law, or anticipating emerging risks, we are always on the lookout for new opportunities and ready to act.