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Services

How We help
Wealth Stewards for Generations

We take a long-term view because true wealth planning spans lifetimes. As trusted stewards, we help families and individuals preserve, grow, and transfer wealth with intention. Our multigenerational approach ensures your values and vision endure, creating a legacy that lasts.

Financial Planning


Our financial planning services are designed to help you align your money with your life goals. Whether you're planning for retirement, saving for a major purchase, or simply seeking clarity and confidence in your financial future, we provide personalized strategies tailored to your unique situation.

  • Financial Strategy Development
  • Expense Tracking Tools
  • Retirement Savings Plans
  • Tax Optimization Strategies
  • Wealth Management Consulting
  • Cash Flow Analysis Services
  • Investment Planning Services
  • Budget Management Solutions


Investment Solutions


We offer tailored investment strategies designed to align with your financial goals, risk tolerance, and time horizon. Whether you're building wealth, preserving capital, or generating income, our disciplined approach helps you stay on track through all market cycles. 

  • Customized Portfolio Management – Built around your unique objectives and preferences.
  • Risk Assessment & Allocation – Ensuring your portfolio reflects your comfort with market volatility.
  • Tax-Efficient Strategies – Minimizing tax impact through smart investment choices
  • Private Equity Solutions
  • Traditional Investment Products
  • Managed Accounts
  • Alternative Investments
  • Specialized Strategies


Retirement Income Strategies


Transitioning from saving to spending in retirement requires a thoughtful plan. We help you create a reliable income stream designed to last throughout your retirement years. Our strategies focus on balancing growth, income, and risk—so you can enjoy retirement with confidence.

  • Social Security optimization
  • Tax-efficient withdrawal strategies
  • Income-producing investments
  • Longevity and inflation planning


Estate and Legacy Planning


Preserving your wealth and passing it on according to your wishes requires careful planning. We help you design a legacy that reflects your values and supports the people and causes you care about most. Working alongside your legal and tax professionals, we help ensure your estate plan is comprehensive and up to date.

  • Beneficiary and titling reviews
  • Charitable giving strategies
  • Multi-generational wealth transfer


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Our Commitment to You

Tenet 1

We take the time to understand your unique goals, values, and financial situation so every recommendation is tailored to you.

Tenet 2

We explain complex financial concepts in plain language and keep you informed every step of the way.

Tenet 3

Your best interest is always our top priority. We act with integrity, objectivity, and full transparency.

Tenet 4

We anticipate your needs and adjust your plan as life evolves, helping you stay ahead of change.

Tenet 5

We are here for the long haul, guiding you through life’s milestones and helping you stay on track toward your goals.

Tenet 6

We work closely with your CPA, attorney, and other trusted professionals to help ensure every aspect of your financial life is aligned. This team-based approach helps create a seamless, tax-efficient, and legally sound strategy that supports your long-term goals.

Our Founder
Our Story Started Here

SilverTree Wealth Partners was founded by four experienced advisors: Tron Brinkmann, Paul Evans, Michael Maroon, and Jared Maroon. They shared a vision to create something greater than a traditional wealth management practice. Their goal was to build a client-first practice rooted in trust, transparency, and long-term relationships.

But their mission extended beyond serving clients. The founders also wanted to create a platform where like-minded financial advisors could grow, collaborate, and thrive. SilverTree was built to support both exceptional client service and the professional development of advisors who share the same values.

In 2025, Stephanie Stackhouse joined as the fifth partner. Her addition marked a significant milestone in SilverTree’s growth and strengthened the practice’s commitment to its dual mission.

Today, SilverTree Wealth Partners continues to grow with purpose. We are proud to serve individuals, families, and business owners while also mentoring and partnering with advisors who believe in doing what is right for their clients and for each other.

Contact Us
Get In Touch Here!

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