Who We Are

Salem Five Wealth Management and Trust provides full-service financial advice and management for individuals, families, small businesses and non-profits. As fiduciaries, we strive to build enduring relationships with our clients based on trust, communication and mutual respect. Our goal is to educate and empower our clients to make informed decisions about their financial futures.

Financial Advice for Your Life

Financial Advice for Your Life

Life can change in wonderful ways and it can also throw its challenges – make sure you’re ready for any milestone or event.

Image for Financial Advice for Your Life

Retirement

Planning for a comfortable future

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.

Image For Financial Advice for Your Life Retirement

Marriage / Family

Planning for Couples

Whether you want to grow your family or want to enjoy just being a couple, there are considerations to plan for. Whether your combining finances, looking for a home or planning for kids, there are ways to be smart with your financial planning.

Image For Financial Advice for Your Life Marriage / Family

Career Change

What to consider when changing jobs

When you change jobs or change careers altogether there are financial considerations. Whether it’s rolling over 401K plans, adjusting portfolios to a change in compensation, we can help you think about making a smooth transition.

Image For Financial Advice for Your Life Career Change

Death of a Loved One

What You Should Know

The last thing you want to think about when you’ve lost someone is will I be secure with finances? Good planning can help here, ensuring that those left behind will be comfortable. We can also assist should you be in this situation currently.

Image For Financial Advice for Your Life Death of a Loved One

Health Event

Be Prepared and Plan Today

You never want to have to worry about finances when you’re focused on your health or that of a loved one. We can help you plan ahead so that you’re not sidelined by financial concerns in the event of a health issue. We can also assist should you be in this situation currently.

Image For Financial Advice for Your Life Health Event

Divorce

Financial Considerations

When relationships end it can mean changes in financial circumstances for one or both parties. Let us help you adjust and plan for this new reality.

Image For Financial Advice for Your Life Divorce

Our Approach

We pride ourselves in working closely with our clients to determine the best products, portfolio mix, and approach to grow, preserve, and protect their wealth. From our first conversation, clients know we are their go-to team for whatever life brings.

our-approach-front-end-process-and-ongoing-process.webp        

 

Financial Perspectives and Resources

See below for some resources you may find helpful.

Do you have questions or need more information?

Find A Location   Contact Us   LOGIN

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.