wealth management
Overview
Salem Partners Wealth Management (“SPWM”) is a registered investment advisory firm providing customized wealth management solutions to entrepreneurs, high-net-worth individuals, family trusts, charitable foundations, and other entities.
We believe overcoming complex financial challenges requires a customized solution approach. Our wealth management services involve understanding the details of our clients’ overall financial picture. We pride ourselves in providing objective advice, transparency, comprehensive investment advisory services, having experienced professionals, and a dedication to exceptional service.
We strive to be special to a select group of clients enabling the overall client experience to define SPWM because what matters the most to us is our clients’ perspective of our services.
We believe overcoming complex financial challenges requires a customized solution approach. Our wealth management services involve understanding the details of our clients’ overall financial picture. We pride ourselves in providing objective advice, transparency, comprehensive investment advisory services, having experienced professionals, and a dedication to exceptional service.
We strive to be special to a select group of clients enabling the overall client experience to define SPWM because what matters the most to us is our clients’ perspective of our services.
Wealth Management
SPWM has focused on working with a select group of clients which is consistent with our investment banking origins, where success is measured not by the number of clients but by the depth of each client relationship.
Our objective is to serve as our clients’ central resource and unbiased advisor across the full range of their wealth management needs.
The services include;
· Advisory on private investments
· Comprehensive consolidated reporting
· Tax analysis and gain/loss harvesting
· Analysis of life insurance
· Trust and Estate planning and analysis
· Structuring family business
· Philanthropic services
· Portfolio lending
· Real estate refinancing analysis
· Investment management processes
SPWM offers a unique proposition where we believe our “value add” is the customized approach to each client. Our exceptional dedication to service, open-architecture approach, comprehensive reporting, and senior executive involvement defines the overall client experience.
Our objective is to serve as our clients’ central resource and unbiased advisor across the full range of their wealth management needs.
The services include;
· Advisory on private investments
· Comprehensive consolidated reporting
· Tax analysis and gain/loss harvesting
· Analysis of life insurance
· Trust and Estate planning and analysis
· Structuring family business
· Philanthropic services
· Portfolio lending
· Real estate refinancing analysis
· Investment management processes
SPWM offers a unique proposition where we believe our “value add” is the customized approach to each client. Our exceptional dedication to service, open-architecture approach, comprehensive reporting, and senior executive involvement defines the overall client experience.
Services
We seek to provide value added counsel in all areas of our clients’ financial lives, partnering with them to achieve their goals and objectives. SPWM services can be segmented into two categories; Investment Advisory and Wealth Management.
Investment AdvisorySPWM constructs investment solutions with each client’s end goals and objectives in mind. This approach enables us to avoid a common pitfall of attempting to apply a redefined portfolio to every client we encounter. The process begins with a detailed discovery process, including an analysis of existing assets. Secondly, we develop an Investment Policy Statement to ensure alignment from the beginning of the wealth management relationship. Thirdly, we research and design a portfolio, keeping in mind the clients goals and objects. We then spend the time testing proposed portfolios taking into account multiple risk factors. Finally, we implement an agreed upon portfolio that we consistently track, monitor, rebalance, and review.
Professionals and
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