wealth management
Overview
Salem Partners Wealth Management is always a fiduciary and fee-only SEC-registered investment adviser (RIA). We provide multi-family office investment advisory services and wealth management for a select group of entrepreneurial clients that desire a high degree of expertise and integrity.
We founded Salem Partners Wealth Management in order to take care of the financial futures of a select group of clients who are close to the firm. We measure the Firm's success not by the number of clients but by the depth of each relationship.
We pursue our objectives by ensuring that all of our clients receive the focus of senior professionals and the benefits of our judgement and experience. The relationships we have with people who have entrusted us with their financial security are deeply personal to us.
Through it all, we have continued to emphasize the client experience as our primary focus. Clients who work with Salem Partners know that they will receive an unparalleled level of service in an honest, client-friendly atmosphere.
We founded Salem Partners Wealth Management in order to take care of the financial futures of a select group of clients who are close to the firm. We measure the Firm's success not by the number of clients but by the depth of each relationship.
We pursue our objectives by ensuring that all of our clients receive the focus of senior professionals and the benefits of our judgement and experience. The relationships we have with people who have entrusted us with their financial security are deeply personal to us.
Through it all, we have continued to emphasize the client experience as our primary focus. Clients who work with Salem Partners know that they will receive an unparalleled level of service in an honest, client-friendly atmosphere.
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 Advisory
SPWM 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 pre-defined portfolio to every client we encounter. The process begins with a detailed discovery process, including an analysis of existing assets. Secondly, we customize 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 client's individual goals and objectives. 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.
Wealth Management
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, but are not limited to;
· Comprehensive financial planning services
· Advisory services for private investments and business transactions
· Consolidated reporting of all public and private assets
· Tax analysis and gain/loss harvesting
· Analysis of life insurance
· Investment Management of complex trust and estate plans
· Structuring family business entities
· Philanthropic services
· Portfolio lending
· Real estate refinancing analysis
· Implementation of Rule 10b5-1 trading plans for corporate insiders
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.
The services include, but are not limited to;
· Comprehensive financial planning services
· Advisory services for private investments and business transactions
· Consolidated reporting of all public and private assets
· Tax analysis and gain/loss harvesting
· Analysis of life insurance
· Investment Management of complex trust and estate plans
· Structuring family business entities
· Philanthropic services
· Portfolio lending
· Real estate refinancing analysis
· Implementation of Rule 10b5-1 trading plans for corporate insiders
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.
2021 Mid-Year Investment LEtter
| 2021 Mid-Year Investment Letter from Salem Partners Wealth Management |
