WHO WE ARE
Salomon & Company is an independent wealth planning firm. We are locally owned and operated and have assisted our clients in working towards their financial goals for over 38 years.
OUR GUIDING PRINCIPALS
There are several compelling reasons to consider Salomon & Company…
We are not a financial institution and do not represent any single bank, trust, life insurance, or investment firm, nor are we associated, or have to answer to, a larger parent company – we select whatever vehicles we believe are most suitable for YOUR individual needs
Experienced, Professional Advisors
Our wealth advisors are professionally qualified with years of experience in the financial services industry and with advanced degrees from top institutions - we take a long-term view to financial planning, building strong relationships with our clients and community
Customized Planning Approach
Every client situation is unique and we recognize that there is no one-size-fits-all solution – we thoroughly review your financial position, delivering a road-map that best addresses your financial concerns, goals, and objectives
Implementation & Ongoing Commitment
As investment consultants, portfolio managers, and insurance agents, we can fully implement, monitor, and analyze your financial positions as well as the market as a whole – constantly adjusting to best fit your ever-changing needs as well as regularly communicating our progress.