Salem Partners Wealth Management ("SPWM") is an independent investment advisory and wealth management firm serving the financial needs of individuals, families, foundations and other entities.  SPWM was founded in 2004 and currently has over $100 million in assets under advisement.   

It is our belief that the key to successful investment management is the consistent and disciplined implementation of portfolio strategies that have been tested over a long period of time in a variety of market cycles.  In formulating our strategies, we combine a number of factors we have identified as being indicative of superior long-term performance.  While the process is sophisticated, our choice is to remove the "black box," offering complete transparency with respect to our investment process and approach.