An Independent Los Angeles-Based Boutique Investment Bank and Wealth Management Firm

Who We Are

Salem Partners delivers tailored financial solutions across both its investment banking and wealth management divisions, aligning our success with our clients' goals by prioritizing trust, integrity, and long-term growth.

Our Philosophy

Founded in 1997, our philosophy is built on decades of financial industry expertise with strategic insight that drives actionable results for every client. This forward-thinking framework allows us to provide clear and comprehensive financial solutions while navigating the complexities of dynamic markets.

Unparalleled Service

We are committed to delivering unparalleled service through expertise, collaboration, and a relentless dedication to client success. We work closely with each of our clients and partners with customized support that is designed to fully address each of their unique financial challenges and opportunities.

Lasting Relationships

We believe that lasting relationships are the cornerstone of our approach and are committed to building long term partnerships based on deep trust and unwavering dedication. Each clients feels a sense of care for their financial needs that transcends beyond basic financial transactions.

Wealth MANAGEMENT

Salem Partners Wealth Management serves as a trusted fiduciary, offering tailored financial strategies, focused on preserving capital, fostering growth, and achieving your long-term goals.

Personalized Wealth Management Strategies

Salem Partners Wealth Management is a fiduciary and fee-only registered investment adviser (RIA) providing a multi-family investment office to a select group of entrepreneurial clients that desire a high level of expertise and utmost integrity.

Our Firm’s motto “Clients First” is particularly relevant to our wealth management practice because our duty as a fiduciary guides everything we do.

Financial Planning

We deliver bespoke financial strategies, carefully tailored to meet the unique goals of each client, ensuring long-term success.

Fiduciary Commitment

As a fee-only fiduciary, our focus is unwaveringly on safeguarding client interests with integrity and transparency.

Relationship Driven

We build lasting partnerships, providing high-touch services that integrate investment expertise with comprehensive financial planning.

News & Insights

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Our focus is on building enduring partnerships, offering strategic financial solutions tailored to our clients' evolving needs. From mergers and acquisitions to wealth preservation, our expertise ensures impactful results.