Silver Birch Advisors
Managing Partner
16220 N. Scottsdale Rd Suite 300, Scottsdale, AZ 85254
(480) 381-7131
Tom has over 42 years of investment management experience with roles as a Managing Director and Senior Vice President of Investments for firms including Smith Barney, Paine Webber, Morgan Stanley and Raymond James.
Tom graduated with high honors, Summa Cum Laude, from Michigan State University. His investment approach is grounded in legendary value investment manager Benjamin Graham’s philosophy that one should manage risk first, not returns. His team manages assets for high new worth (HNW) and ultra-high net worth (UHNW) individuals, trusts, corporations, and retirement accounts.
Besides asset management, his focus also includes mitigating estate tax exposure for UHNW clients. Tom also provides cash management services for HNW, UHNW, and corporate treasury teams.
Tom and his wife, Debra, live in Scottsdale and have four grown children and a Golden Retriever named Kaline.
Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
All investing involves risk. There is no guarantee that any strategy will be successful.