Personalized Wealth Management and Family Office Services
By acting as a dedicated fiduciary, our goal is to provide financial guidance and support with a focus on creating a lasting legacy that helps secure your future for generations to come.
We founded Salem Partners Wealth Management to provide a select group of clients with deeply personal financial guidance, prioritizing the quality of relationships over quantity. As a fiduciary and fee-only registered investment advisor (RIA), we deliver expert, integrity-driven service in a client-focused, entrepreneurial environment. Guided by our "Clients First" philosophy, we are committed to ensuring an unparalleled wealth management experience.
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Our Long-Term Investment Philosophy
As Warren Buffett says, successful investors need to invest for the long-term and avoid being swayed by the fear and greed of others that can cause irrational swings in the market. We do not let the daily noise and volatility of the markets deter us from our mission to be faithful stewards of our clients' capital. As long-term investors, we and our clients commit ourselves to adhere to well-defined investment policy statements, which have been custom-built for each individual client, in order to achieve their long-term investment objectives, while accepting the inevitable price fluctuations of the public markets.
High Touch Services
Building strong relationships to us means offering a wide variety of services well beyond traditional portfolio management. We seek to provide value added counsel in all areas of our clients' financial lives, partnering with them to achieve their goals and objectives. Salem Partners Wealth Management prides itself on being relationship builders and having only as many clients as we can comfortably spend adequate time with. We enjoy a high employee to client ratio, which allows us to provide a great deal of focus and attention to each client. Client meetings and discussions occur throughout the year.
Wealth Management Strategies Tailored to Your Needs
We coordinate professional services amongst our clients' attorneys, accountants and other professional advisors, and we take primary responsibility for integrating their services with our clients' other wealth management needs. Because of the time we spend getting to know each client's personal financial situation and goals, we proactively identify and solve issues concerning financial, tax or estate planning matters that require further action and oversight.
Expert Advising on Private Business Transactions
Advising clients on corporate or business endeavors, including private investments, endorsements, professional service contracts, business acquisitions or divestitures, and structuring family business entities.
Comprehensive Financial Planning and Reporting
Comprehensive quarterly reporting includes detailed summaries of all client assets, annual tax reports, performance analyses, and other custom reports. These are complemented by financial planning services designed to align with clients' goals and adapt to their evolving needs.
Risk Management and Tax Optimizing Strategies
Sophisticated portfolio management strategies, including hedging or monetizing illiquid assets, low-basis holdings, or concentrated equity positions over extended periods. These are complemented by tax-optimized strategies to enhance overall financial efficiency and growth.
Trusts, Estates, Family Foundations and Life Insurance Implementation
Comprehensive investment management for complex trust and estate plans, coupled with in-depth analysis of life insurance and other tailored risk management solutions. Additionally, specialized philanthropic services and strategic investment management for private family foundations support legacy and wealth preservation goals.
Employee Benefits and Stock Options
Analysis of employee stock options and implementation of Rule 10b5-1 trading plans.
Aircraft Lease/Purchase Analysis
Aircraft lease and purchase analysis for personal and business use.
Discovery & Analysis
We start with a detailed investigation and discussion to establish your objectives, define your risk tolerance, and study your existing assets, opportunities, and constraints.
Strategic Roadmap
We develop a customized investment policy statement that defines your allocations across various asset classes, tailored to your specific financial goals and needs.
Research and Transition
We analyze existing investments and the overall investment landscape with our expert research methods to then create clear strategies for a seamless transition into new, improved portfolios.
Risk Assessment & Implementation
Our portfolio design is focused on proper risk analysis and stress testing for a range of possible scenarios, that will then allow us to apply the most appropriate investment strategies.
Management and Tax Optimization
We will consistently track, monitor, and rebalance your portfolios with tax loss harvesting strategies to ensure consistent, strategic results and tax benefits for the long term.
Transparent Communication
We prioritize clear and open communication by providing all inclusive reporting and regular quarterly reviews that will provide key insights into your portfolio’s progress and financial performance.
Our Proven Approach to Investment Advisory
We provide investment advisory solutions by applying rigorous and well-tested portfolio strategies to create consistent and predictable outcomes for our clients. Our transparent and objective approach leverages time tested methodologies, to give our partners a clear path towards their long term financial goals.
Individuals & Families
We help individuals and their families construct plans to incorporate everything from education and estate planning to risk protection.
Entrepreneurs
Many of our clients are business founders and they appreciate working with us because we know what it takes to own and operate a business.
Family Offices
In family offices, planning is crucial. We understand how your assets and income will affect both your personal and business life and plan accordingly.
Plans Tailored To Your Situation
Our personalized, inspired process is rooted in the wisdom we’ve built over years of experience. We want to help you reach your goals and find purpose in your money to experience more from your life and finances.
Read our latest insights to gain a deeper understanding of our approach to wealth management and financial planning, helping you to achieve your financial goals with better clarity and peace of mind.
Stay in touch
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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.