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.
Financial Planning
Build a financial plan that fits your relaxation plan
- Determine your investment style and financial personality
- Understand the risk-security balance and how it affects your return
- Craft a plan to achieve your long-term goals and retirement dreams
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.
Prepare for the Future
Leverage the tools available to have peace of mind
- Estate Planning
- Determine the right type of Trust
- Minimize tax responsibilities
- Plan for efficient transfer of wealth
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.
Let's Make a Plan
Have Your Investments Work Harder
- Portfolio Power
- Cash Sweep
- Cash Forecasting
Solutions aimed at optimizing a client's financial strategy by minimizing tax liabilities and enhancing overall wealth growth.
Minimize Tax Liabilities
Smart strategies to grow wealth with efficient tax planning
- Proactive tax strategies
- Preserve and grow wealth
- Address tax implications thoughtfully
The future is full of unexpected twists and turns, so it’s nice to know there are some things we can rely on. Life insurance can provide your family with confidence to pursue a secure financial future and to protect your legacy.
Insurance Planning
Work toward ensuring your loved ones’ financial future
- Unravel and understand the differences between various types of policies
- Determine your goals and your family’s future needs
- Add products as necessary, such as long-term care or disability
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 Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, 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 Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.