Our founding team is led by Dinesh Sharma, a Certified Financial Planner® and technologist who worked for Fidelity Investments for several years managing their financial planning and brokerage account services for about 3,000 independent financial advisory firms. A few years back, we built the financial and Social Security planning technology for financial advisers so they can help their wealthy customers. This technology has been tested and is relied upon by thousands of financial advisers today. We recognized that the number of customers who were benefiting from our technology was very small compared to approximately 4 million people that retire every year. A vast majority of whom lose tens of thousands of dollars in the form of lower Social Security benefits, higher investment fees, lower returns on their savings, tax penalties, and lack clarity on their overall finances. This led to the birth of Silverwealth.
With Silverwealth, we're helping people who are either near retirement or already retired and find a smart human financial adviser expensive. We are committed to build an easy to use technology that's powered by a very sophisticated system. Starting with the maximization of Social Security benefits, we cover all aspects of your finances during retirement, including the healthcare expenses and investments.
A plan is of no use if one can't act upon it. Our recommendations are to the point and free from financial gobbledygook.
Our technology has been tested by thousands of smart financial advisers. So, it has the industrial strength to deal with numerous personal and financial situations.
We use bank level security both for your interaction with our technology and for storing your personal information. We also have geographically distributed infrastructure to provide you uninterrupted service. You can access our technology at any time, anywhere, and on a device of your choice.
Yes, it's absolutely free. We also want you to know that we don't sell or share your information with any third parties.