262-626-8892 Client Login

James J. Silbernagel, CFP®, CEPS, LACP, LUTCF

Founding Partner
Investment Advisor Representative
Real Wealth® Advisor

The Silbernagel Group, Inc. Real Wealth® Advisors
Real Wealth Tax & Accounting, LLC
Real Wealth Insurance
Real Wealth® Media

Jim Silbernagel has been in the insurance and financial industry for over 30 years. He believes in a holistic approach to a healthy financial lifestyle, which includes investments, asset protection, insurance, retirement planning, estate planning, tax efficiency, and identity preservation*, no matter age or current financial state.  He helps clients realistically assess current status in all aspects of their lives and plan for a bright future and meaningful living. He has a passion to educate Americans to make smart choices with their money and live a life with purpose. This passion is carried out through his Real Wealth® Weekly podcast program of 25 years and through his support of organizations such as Life Happens, the MDRT Foundation, and the Wounded Warriors Project.

He holds securities licenses series: 6 (Investment Company and Variable Contracts Products Representative), 7 (The General Securities Representative Qualification), 63 (Uniform Securities Agent State Law Examination) and 66 (Uniform Investment Advisor Combined State Laws). He is insurance licensed for life, health and property/casualty. Jim has earned his CFP®, CEPS, LACP and LUTCF designations. He is a Life & Qualifying Member of MDRT, NAIFA, FSP, Forum 400, FSI, Advisors in Philanthropy and Ambassador for Main Street Philanthropy.

Jim has a zest for living! He enjoys flying, fishing, boating and relaxing at his home with his wife of 30+ years and three children.