Our Trusted Network

As a Silver Sherpa client, you will have priority access to our referral group of knowledgeable pre-qualified experts, who are passionate about assisting with planning and crisis resolution.

We take a holistic approach to life planning and have the expertise to do it. It all starts with ensuring your three pillars of life planning are established and well-managed: health and personal care, financial preparedness, and legal preparedness.

With experts in these areas and beyond, you can rest assured that no matter what your need, we can refer a qualified advisor who is ready to assist you.