Wealth + Wellbeing
At Silverlight Asset Management, we believe true wealth goes beyond numbers—it’s about creating a life that resonates with your core values and aspirations. That’s why we’ve developed our Wealth + Wellbeing Coaching Process, an exclusive offering designed to connect your financial future with your personal story.
What We Offer
Our unique coaching program takes a holistic approach, helping clients:
- Preserve Your Past: Reflect on life’s meaningful moments and discover the values that shaped who you are today.
- Secure Your Future: Define your goals and align them with your financial plan, creating a roadmap for success and purpose.
- Live for Today: Identify what brings you joy and develop actionable steps to infuse your daily life with meaningful experiences.
Why It Matters
The Wealth + Wellbeing process isn’t just about planning; it’s about equipping you with tools to thrive in any season of life. Through thoughtful coaching and personalized strategies, we help you:
- Gain clarity on your values and goals.
- Build resilience to navigate life’s challenges.
- Create a legacy that reflects your unique story.
A Distinctive Experience
Every step of our coaching process is designed to be engaging, empowering, and deeply personalized. From crafting your narrative to delivering a comprehensive plan, we help you unlock the connection between your wealth and wellbeing.
Ready to Begin?
Your life is your story—let’s make it extraordinary. Contact us today to learn more about our Wealth + Wellbeing offering and take the first step toward aligning your values, goals, and finances.
Testimonials Content Block
More Than an Investment Manager—A Trusted Guide to Financial Growth
"I’ve had the great pleasure of having Michael as my investment manager for the past several years. In fact, he is way more than that. He is a trusted guide who coaches his clients to look first at life’s bigger picture and then align their financial decisions to support where they want to go. Michael and his firm take a unique and personal coaching approach that has really resonated for me and helped me to reflect upon my core values and aspirations throughout my investment journey.
Michael’s focus on guiding the "why" behind my financial decisions has been invaluable to me in helping to create a meaningful strategy that has supported both my short-term goals and my long-term dreams. He listens deeply, responds thoughtfully, and engages in a way that has made my investment decisions intentional and personally empowering. With Michael, it’s not just about numbers—it’s about crafting a story of financial growth that has truly supports the life I want to live."
-Karen W.
Beyond financial guidance!
"As a long-term client of Silverlight, I’ve experienced not only market-beating returns but also invaluable coaching and support. Their guidance goes beyond finances—helping me grow, make smarter decisions, and build a life I truly love. Silverlight isn’t just about wealth management; they’re invested in helping me secure my success & future legacy!"
-Chris B.
All You Need Know to Win
“You likely can’t run a four-minute mile but Michael’s new book parses all you need know to win the workaday retirement race. Readable, authoritative, and thorough, you’ll want to spend a lot more than four minutes with it.”
-Ken Fisher
Founder, Executive Chairman and Co-CIO, Fisher Investments
New York Times Bestselling Author and Global Columnist.
Packed with Investment Wisdom
“The sooner you embark on The Four-Minute Retirement Plan, the sooner you’ll start heading in the right direction. This fun, practical, and thoughtful book is packed with investment wisdom; investors of all ages should read it now.”
-Joel Greenblatt
Managing Principal, Gotham Asset Management;
New York Times bestselling author, The Little Book That Beats the Market
Great Full Cycle Investing
“In order to preserve and protect your pile of hard-earned capital, you need to be coached by pros like Michael. He has both the experience and performance in The Game to prove it. This is a great Full Cycle Investing #process book!”
-Keith McCullough
Chief Executive Officer, Hedgeye Risk Management
Author, Diary of a Hedge Fund Manager
Clear Guidance...Essential Reading
“The Four-Minute Retirement Plan masterfully distills the wisdom and experience Michael acquired through years of highly successful wealth management into a concise and actionable plan that can be implemented by everyone. With its clear guidance, hands-on approach, and empowering message, this book is essential reading for anyone who wants to take control of their finances and secure a prosperous future.”
-Vincent Deluard
Director of Global Macro Strategy, StoneX
