Silvertree

What Silvertree does

Silvertree is a private wealth management firm operating as a doing-business-as entity under Summit Financial, LLC, an SEC-Registered Investment Advisor. Founded in 2018 and headquartered in Stevens Point, Wisconsin, the firm focuses exclusively on serving the U.S. manufacturing industry through two distinct divisions: Silvertree Retirement Planning for middle-class individuals, particularly frontline manufacturing workers nearing or already in retirement, and Silvertree Private Client Group for high-net-worth and ultra-high-net-worth manufacturing business owners and executives requiring business exit planning, tax optimization, and estate strategies.

The firm offers AUM-based investment management with fees starting at 1.5% and decreasing as account size grows, standalone financial planning services priced from $1,500 to $15,000+ based on complexity (waivable for AUM or insurance clients), and insurance product commissions on life, disability, and long-term care policies sourced through affiliated Summit Risk Management, LLC. Silvertree relies on Summit Financial's regulatory and investment infrastructure rather than any proprietary technology platform, and client engagement runs through direct advisor relationships supported by a 9-step online prospect assessment questionnaire covering tax, risk, cash flow, real estate, investment management, business exit readiness, and legacy planning. Marketing is primarily content-driven via blog, video library, email newsletter, LinkedIn, Facebook, and YouTube, supplemented by CPA continuing-education teaching through WICPA and active participation in manufacturing associations including the Central Wisconsin Manufacturing Alliance and the Portage County Business Council.

The firm is co-founded and led by Jason Glisczynski (CFP, CPWA, CEPA) and Jonathan Steffen, supported by a core team of approximately seven members including private wealth advisors and client concierges. Revenue derives from a mix of recurring AUM fees, transactional insurance commissions, and project-based financial planning fees. No funding rounds, acquisitions, revenue disclosures, third-party endorsements, patents, or AI capabilities are noted in the source material, and the firm operates from a single headquarters location while claiming a national client footprint.

Name

Silvertree

Legal name

Silvertree, LLC

Website

https://silvertreeplan.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Silvertree is a Stevens Point, Wisconsin-based wealth management firm serving the U.S. manufacturing industry through two divisions—Retirement Planning for middle-class workers and Private Client Group for high-net-worth owners and executives—operating as a DBA under Summit Financial, LLC.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Retirement planning
• Financial advisory services
• Investment management
• Tax and estate planning

Headquarters

HQ city

Stevens Point

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Assets Under Management (AUM) Fees: Percentage-based fees on assets managed for clients, starting at 1.5% and decreasing as account grows. Covers all transactions with no additional costs or sales commissions. Provides access to full range of services including advanced planning and team of experts.
2. Insurance Products: Commissions on insurance products purchased through the firm. All commissions disclosed in writing prior to purchase. Firm shops the open market to bring best solutions for client situations, placing client best interest first.
3. Financial Planning Fees: Standalone financial planning services with fees ranging from $1,500 to $15,000+, based on complexity. May be waived for clients with assets under management or who have purchased insurance products.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels9 records

Core offering

Silvertree is a wealth management and financial planning firm dedicated to the manufacturing industry. It offers two main divisions: Silvertree Retirement Planning for middle-class manufacturing workers nearing or in retirement, and Silvertree Private Client Group for high-net-worth and ultra-high-net-worth manufacturing owners and executives. Services include assets-under-management investment management (fees starting at 1.5%), standalone financial planning ($1,500–$15,000+), and insurance products (life, disability, long-term care), delivered as a doing-business-as entity under Summit Financial, LLC, an SEC-registered investment advisor.

Product overview

Silvertree is a wealth management firm offering two main service divisions: Silvertree Retirement Planning (serving middle-class manufacturing employees near retirement) and Silvertree Private Client Group (serving high-net-worth manufacturing business owners and executives). Services include AUM-based investment management (starting at 1.5%), financial planning ($1,500-$15,000+), and insurance products. The Private Client Group provides holistic planning, investment management, and risk & insurance solutions as core service features. The firm also offers a Prospect Assessment Questionnaire for evaluating client financial needs across 7 key dimensions.

Differentiator

Problem solved

Functional benefit

Brands

• Silvertree Private Client Group: Wealth management division serving high-net-worth and ultra-high-net-worth individuals, particularly manufacturing owners and executives, with customized strategies for tax efficiency, estate planning, and investment management.
• Silvertree Retirement Planning

Products and services

• Silvertree Retirement Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and supporting.

• Summit Risk Management, LLCcoreTechnology or IntegrationAffiliate company licensed to sell various insurance products, operating as the insurance vehicle of Summit Financial. Provides life, disability, and long-term care insurance solutions integrated with financial planning.
• LS Securities LLCsupportingTechnology or IntegrationLimited purpose broker-dealer affiliated with Summit Financial. CEO Steven Weinman serves as CEO of LS Securities.
• Central Wisconsin Manufacturing Alliance (CWIMA)coreStrategic or Co-development PartnerNonprofit partnership through deliberate collaboration. Silvertree aims to help elevate and advocate for Wisconsin's manufacturing industry through this organization. Active member engagement.
• Portage County Business CouncilsupportingStrategic or Co-development PartnerActive member of local business community organization supporting manufacturing industry in the Stevens Point region.
• Wisconsin Institute of Certified Public Accountants (WICPA)supportingStrategic or Co-development PartnerJason Glisczynski teaches continuing education for CPAs through WICPA, positioning Silvertree as thought leader in manufacturing wealth management.

Scale indicators1 record

Recent moves6 records

Broad incumbents

• Creative Planning: Large, multi-billion-dollar RIA offering comprehensive wealth management, financial planning, and tax services to HNW individuals and business owners. Comparable to Silvertree in its full-service planning-led model, though Creative Planning serves a much broader client base without Silvertree's manufacturing vertical specialization.
• Northwestern Mutual: Incumbent financial services firm combining life insurance, wealth management, and financial planning for individuals and business owners. Comparable in offering insurance, planning, and AUM services to the same HNW/business owner demographic; represents the type of well-capitalized incumbent that could encroach on Silvertree's manufacturing niche.
• Mariner Wealth Advisors: National RIA delivering wealth advisory, investment management, tax, and estate planning to HNW individuals, families, and business owners. Directly comparable in delivering integrated planning plus AUM services to owner/executive segments; Mariner operates at significantly greater scale than Silvertree.
• Cetera Financial Group: Large wealth management platform supporting independent financial advisors with compliance, technology, and product infrastructure. Comparable to the Summit Financial platform Silvertree operates within, though Cetera's advisor network serves much broader niches.
• Edward Jones: Large incumbent wealth management and brokerage firm serving individual investors and small business owners, with substantial Midwest presence. Comparable in serving the same broad middle-class and HNW retail client base Silvertree targets, particularly retirees, though without manufacturing vertical specialization.
• Commonwealth Financial Network: Large independent RIA and broker-dealer supporting independent advisors with planning, investment, and back-office infrastructure. Comparable to the Summit Financial dba model Silvertree uses, though Commonwealth serves thousands of advisors across many specialties rather than a manufacturing niche.
• Carson Group: Wealth management firm and RIA support platform providing advisors with compliance, technology, and back-office infrastructure. Comparable to Silvertree in offering advisors a turnkey platform to deliver comprehensive planning, though Carson serves a much broader advisor community rather than a single vertical niche.

Direct peers

• Wealth Enhancement Group: Growing RIA delivering comprehensive financial planning and wealth management to HNW individuals, families, and business owners. Directly comparable integrated planning-plus-AUM business model serving owner/executive client segments; operates at a larger scale than Silvertree.
• Buckingham Strategic Wealth: Mid-size RIA focused on evidence-based financial planning and wealth management for HNW individuals and families. Directly comparable in its planning-led model serving business owners and individuals with comprehensive advice, though without Silvertree's manufacturing vertical specialization.
• Sequoia Financial Group: Mid-size RIA providing wealth management, tax planning, and financial advisory services to HNW individuals and families, including business owners. Comparable in targeting HNW owners and executives with integrated planning services; operates at a larger scale than Silvertree without vertical specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UC4dIFnoYY68xPV1Zze8FTnA
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/silvertree-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Silvertree