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Built for Scale. Designed for You.

At SilverTree Wealth Partners, our services are designed to be as dynamic as the lives and businesses we support. We provide the sophisticated capabilities of a national institution delivered through a bespoke, relationship-driven lens. By integrating advanced technology with deep industry expertise, we help ensure every facet of your financial life—from complex corporate transactions to multi-generational legacy planning—is synchronized for long-term success.

Institutional Capabilities. Individually Tailored.

We reject "one-size-fits-all" models in favor of a bespoke, builder’s mindset. By blending institutional strength with boutique attention, we deliver sophisticated strategy through a deeply personal lens. Our approach integrates advanced technology and disciplined risk management to provide the "good counsel" necessary to simplify your financial life, protect your legacy, and help ensure your vision prospers for generations.

Our Values

Approximately +2.5 Billion

Client Assets - Trusted by clients who value clarity, strategy, and results.

*As of 11/12/25

+100

Years of collective experience in providing strategic solutions

+32

Finance Professionals, combining a variety of skills and knowledge to create innovative solutions.

The value in good council is often realized years late, it can prosper and preserve generations.

- Sean Donahue

Business Planning & Investment Banking

Business Planning & Investment Banking

Whether you are scaling a startup or managing a mature enterprise, we provide a builder’s mindset to drive next-level results. Raymond James' full-service investment banking capabilities offers a global network of senior bankers and capital market resources.

WHAT'S INCLUDED?

WHAT'S INCLUDED?

  • Mergers & Acquisitions: Comprehensive guidance through complex buy-side and sell-side transactions.
  • Capital Markets: Access to private capital, equity, and debt advisory to help fuel growth.
  • Strategic Structure: Industry-specific expertise to optimize your operational and financial legal framework.
  • + MORE
Business Exit & Succession Planning

Business Exit & Succession Planning

A successful transition is both a financial and emotional milestone. We work alongside your tax and legal professionals to develop a comprehensive picture of your business, helping to ensure you maximize value while protecting your interests.

WHAT'S INCLUDED?

WHAT'S INCLUDED?

  • Valuation & Preparation: Streamlining operations 2–3 years in advance to help ensure a profitable exit.
  • Succession Design: Creating blueprints for passing your legacy to heirs or key employees.
  • Tax-Efficient Liquidity: Integrating sale proceeds into your personal wealth plan with a focus on tax optimization.
  • + MORE
Wealth Management & Fixed Income Services

Wealth Management & Fixed Income Services

We offer disciplined investment solutions tailored to your risk tolerance and time horizon. Our specialized Fixed Income Services help provide the stability and income generation essential for capital preservation and reliable cash flow.

WHAT'S INCLUDED?

WHAT'S INCLUDED?

  • Customized Portfolios: Built around your unique objectives, utilizing traditional and alternative investments.
  • Risk Mitigation: Advanced allocation strategies designed to withstand market volatility.
  • Tax-Efficient Investing: Minimizing the impact of taxes through smart, proactive management.
  • + MORE
Financial, Estate & Legacy Planning

Financial, Estate & Legacy Planning

True wealth planning spans lifetimes. We help you align your assets with your values, ensuring you can "Dream with Purpose" while knowing your family’s future is financially independent.

WHAT'S INCLUDED?

WHAT'S INCLUDED?

  • Retirement Income: Transitioning from saving to spending with Social Security optimization and reliable income streams.
  • Intergenerational Stewardship: Comprehensive estate reviews and charitable giving strategies to preserve wealth for generations.
  • Total Life Integration: Proactive planning that balances growth, inflation protection, and longevity.
  • + MORE

Educational Insights

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More
Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More

*Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Raymond James and its advisors do not provide business valuation services.

Take Your Next Step

Your financial journey is personal; your guidance should be too.

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