Our Story
SilverBirch Wealth Management was founded in 2010 by Jeffrey Chisholm. Our vision was to build a wealth management team to provide unbiased advice to clients and to help them achieve the things that matter to them most, and to ultimately live fuller, richer lives. In 2018, the company welcomed a like-minded new partner, Vanessa Benedict, reinforcing our ability to deliver our shared vision of client-focused service.
Dedicated to keeping our client’s needs at the forefront of the holistic service we provide, we built an organization that:
Offers deep expertise to address the diverse financial issues and decisions high-net-worth clients face.
Provides personalized and comprehensive wealth management strategies and solutions that align with our client’s values and goals.
Empowers our clients to gain an understanding of their financial life and the investment process so they can make astute, educated decisions.
Delivers an exceptional experience that includes genuine client care and an unwavering commitment to always act in our client’s best interest.
Over the years, we’ve built a loyal base of high-net-worth clients and we are proud of our reputation for helping hundreds of families achieve their financial dreams. Through the twists and turns of a rapidly changing world, our growing team stands steadfastly united behind our vision as we continue managing our client’s wealth as reliably as if it were our own.