Silverhawk Private Wealth Overview

  • Service
  • Financing Advisory
  • Founded
  • 1992
  • Serviced Investors
  • 2

Silverhawk Private Wealth General Information


Silverhawk Private Wealth is a wealth management firm established in 1992 and based in Scottsdale, Arizona. The firm's clients include high-net-worth individuals, closely held corporations, physicians, professional athletes and celebrities, tax attorneys and certified public accountants. Silverhawk specializes in the areas of asset management, portfolio management, tax advisory, medical financial advisory, benefits consulting, family office services and luxury realty.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 21090 North Pima Road
  • Scottsdale, AZ 85255
  • United States
+1 (480) 000-0000
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Silverhawk Private Wealth Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Silverhawk Private Wealth Team (9)

Name Title Deals Office Contact
Paul Mershon Founder & Chief Executive Officer Scottsdale, AZ
Scott Rose Chief Operating Officer Scottsdale, AZ
Joshua Katz Chief Compliance Officer & Manager of Investment Operations Scottsdale, AZ
Sean Puckett Chief Investment Strategist Scottsdale, AZ
Gregory Lai Member of the Portfolio Management Team Scottsdale, AZ
You’re viewing 5 of 9 team members. Get the full list »