Constant communication and education is essential to a successful long term relationship. At Baron Silver Stevens Financial Advisors, we discuss with our clients their preferences for how they would like us to communicate with them.

This communication may include

  • Investment statements
  • Consolidated quarterly reports
  • Scheduled review meetings in person or by phone
  • Review of accounts online through our website
  • Weekly or monthly market commentary via email
  • Access to Baron Silver Stevens quarterly live conference calls
  • The annual Baron Silver Stevens economic outlook event
  • Consolidated 1099 reports for your CPA®

Are you ready to redefine Wealth Management?

See if its a fit