The Salient Way
Good planning helps the right choices reveal themselves.
Holistic Financial Planning
A process for those who have already planned.
Financial Design Resources
Our team works alongside you to uncover new opportunities for growth and proper protection.
The Empowerment of Level Two Planning
Our work builds on the foundation you've already laid.
Salient Wealth Planning Group has been providing premier wealth planning and wealth management services for over 30 years. We are a thriving firm specializing in bringing creative customized design strategies in the areas of wealth creation and preservation, with an emphasis on tax efficiency and wealth transfer through multiple generations.
We are not all things to all people. We are a few things to a few people. Our private wealth services help multi-generational clients with assets between $20-500MM. Our services are rooted in developing deep personal relationships to help families navigate the challenges of managing family wealth. We work on an exclusive basis, limiting the number of new families and business owners we work with each year based on confidential introductions.
We’re here for you!
Curated articles, videos, and more for a financially savvier you.
A comprehensive financial plan brings clarity to your financial situation so it's easier to make the right decisions. It helps to identify the gaps between your current financial situation and what you'd like to accomplish so you can move forward in the right direction of accomplishing your lifestyle goals.
If you are like most business owners, your business is your largest asset. We can help explore ways to take money out of your business with the potential of transitioning some of this great asset in the most tax-efficient manner - onto your personal balance sheet.
We have a wealth of resources available for our clients, strategic partners, or anyone else interested in staying up to date with Salient Wealth Planning Group. Our resources include tools for both our Private Wealth Services and Business Owner clients as well as helpful financial education pieces.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
18 Years’ Worth of Days
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement
The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.