Peace of Mind for Managing and Distributing Assets
Trust and estate planning offers several significant benefits that can enhance financial security and ensure the efficient transfer of wealth. Effective estate planning helps protect assets from excessive taxation and potential legal challenges, preserving wealth for future generations.
Trust and estate planning helps individuals achieve peace of mind by ensuring that their assets are managed and distributed according to their wishes, while also providing financial and legal safeguards for their beneficiaries.
Effective estate distribution ensures that assets are transferred according to your wishes while minimizing legal complexities and tax burdens.
Charitable giving is a powerful wealth planning strategy that not only supports causes you care about but also offers financial benefit.
Incorporating education and family support into wealth planning involves strategically allocating resources to meet the educational needs of family members and providing ongoing financial support.
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.