Grow, Preserve or Protect Your Wealth
We take a planning approach to Wealth and develop solutions that are built for your specific circumstances, goals and needs. Listening to our clients is always the first step. Products and services are recommended based on a thorough analysis and the outcome of a wealth plan.
The best way to plan for retirement is to start early. Financial security in retirement doesn’t just happen. It takes planning. Let us work with you to put a plan together at any stage, any age.
Be prepared for transfer of wealth, minimize tax implications and fulfill your philanthropic goals with an estate plan. And, a trust can be a key tool to achieve your estate goals.
Options that ensure assets are readily accessible for short-term needs while taking advantage of investment opportunities. Products such as lines of credit, money market accounts, and short-term investments.
Solutions aimed at optimizing a client's financial strategy by minimizing tax liabilities and enhancing overall wealth growth.
Risk management is a crucial element of wealth planning, designed to protect and grow a client’s assets while navigating potential uncertainties.
Meet the Team
We believe in a team approach to financial planning. Our team averages over 20 years of industry experience and includes multiple Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®), and a Certified Trust and Fiduciary Advisor (CTFA®). Our dedicated team manages 1 billion in assets for our clients using a comprehensive financial planning approach.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck »
Do you have questions or need more information?
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates
and
Securities and Investment products offered through Salem Five Wealth Management and Trust Company (A Division of Salem Five Bank)
are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.