As seen in
Boston Five Star award winner

PROFESSIONAL PROFILE

Nicholas A. Silva

Financial Advisor
Eagle Strategies LLC
201 Jones Rd Fl 5
Waltham, MA 2451
Office: 978-766-1427
Cell: 978-766-1427
silvan@eaglestrategies.com
www.nicholasAsilva.com

Professional Approach

Nick is a comprehensive financial planner and personal finance professional for business owners, doctors, dentists, and other professionals. His areas of focus include wealth management, retirement planning, estate planning, investment planning, education planning, business executive benefits, and business succession planning. 
 
Nick’s mission is to fully understand the unique needs and goals of his clients, and position himself as their most valuable and trustworthy financial resource. To accomplish this, Nick and his team emphasize ongoing service and ongoing client education. They take pride in offering independent advice. 

With nearly 10 years of experience in financial services, Nick values the long term relationships he has developed with clients and other professionals. His professional network allows him to be more resourceful – fostering his continuous pursuit to add value for clients.

Nick’s process includes a few simple steps: 1) actively listening to clients to make sure he fully understands what and who is important to them, 2) a thorough analysis of their situation, and 3) a presentation of the most efficient plan including a clear and simple summary of recommendations. After this, the next steps are implementation followed by ongoing education and guidance.

Nick’s passion to educate and help everyone make better decisions with their money resulted in his free financial planning commentary titled “My Two Cents.” My Two Cents is published monthly with the intention of arming readers with knowledge and information on general topics in an effort to help enhance decision-making – whether they are a new parent, a business owner, a recent college grad, a retiree, a high net worth individual, a high finance professional, or just a curious person.

Outside of his financial planning practice, Nick enjoys playing golf and basketball, reading financial and behavioral literature, and weight training. Nick is also a car enthusiast.


To learn more about Nick and how he and his team may be of service to your business or family, He invites you to connect with him on LinkedIn or visit his website at www.NicholasAsilva.com. Also, his financial planning commentary can be found at http://www.nicholasasilva.com/.13.htm .

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Nicholas A. Silva is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. He is a Registered Representative offering securities through NYLife Securities, LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 201 Jones Rd 5th Floor, 781.392.1767.Neither NYLIFE Securities or Eagle Strategies LLC is affiliated with Five Star Professionals. Please see disclosure below for complete description on research methodology employed by Five Star.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.