About

About Silver Rock Partners

Silver Rock Partners serves is a trusted advisory firm serving closely held businesses, business owners, and professional athletes.  With a deep understanding of the complex needs facing this unique clientele, we provide tailored strategies across insurance, private risk management, and financial architecture.  We help our clients transform complexity into integrated, tax-efficient solutions built for longevity, continuity, and control.  For over two decades, Silver Rock has partnered with business leaders and their advisors to navigate the evolving landscape of business and personal planning.

The firm was founded by Ron Roth on a single guiding principle: no two clients are alike. Rather than offering commoditized products, we design intelligent, highly customized frameworks grounded in actuarial discipline, legal and tax integration, and long-term stewardship.

Each of our dedicated verticals reflects this philosophy:

In a commercial insurance landscape marked by volatility, Silver Rock Risk Management empowers business owners through the formation and oversight of captive insurance companies. Properly structured captives enhance risk management, retain underwriting profits, and offer greater cost predictability—while delivering potential tax and asset protection benefits. We manage the full lifecycle, from feasibility and formation to governance and compliance, with institutional-grade precision.

Life Insurance & Estate Planning – Silver Rock Private Risk Management
Silver Rock PRM delivers advanced life insurance planning for entrepreneurs, executives, and legacy-focused families. Our strategies—spanning traditional insurance, private placement life insurance, and premium financing—are deeply integrated into broader estate and liquidity plans. Each solution is modeled conservatively, evaluated annually, and developed in coordination with clients’ legal and tax counsel to ensure long-term cohesion and resilience.

Managing assets within a captive insurance company demands far more than traditional portfolio oversight. In partnership with Procyon Partners, SRP Investment Advisors provides bespoke investment policy design and fiduciary governance that aligns with actuarial, regulatory, and statutory requirements. We differentiate between reserves and surplus, ensure domicile compliance, and position each portfolio as a strategic extension of the captive’s risk and financial strategy.

Professional athletes and entertainers often experience condensed career arcs with disproportionate earning potential. In collaboration with Alvini & Associates—a boutique tax advisory firm with deep expertise in multi-jurisdictional income structuring—we deliver holistic planning tailored to the financial volatility and public visibility of these careers. From investment and cash flow planning to tax optimization and legacy structuring, we help clients transform short-term success into lifelong stability.

 

Our Team

Ronald M. Roth

Ronald M. Roth

Brittany Burgess

Brittany Burgess

Zachary H. Roth

Zachary H. Roth

Cassie Bachman, JD, ACI

Cassie Bachman, JD, ACI

Consultants

Tania Davies

Tania Davies

P.J. Cimini

P.J. Cimini

Leon L. Rives II

Leon L. Rives II

A Firm Built for Complexity

 Silver Rock Partners is purposefully designed for sophisticated needs, not mass-market solutions. We operate at the intersection of financial strategy, legal architecture, and generational intent—offering clients both technical depth and the discretion that lasting trust demands.

We don’t measure success by transactions but by relationships sustained over time. For those requiring clarity, precision, and enduring integration, Silver Rock Partners is your strategic partner.