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WELCOME TO SALIENT WEALTH PLANNING GROUP

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.

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"A goal without a plan is just a wish" - Herm Edwards

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Private Wealth Services

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.

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Business Owner Planning

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.

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Resources

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.

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Videos

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Download The SECURE Act: What Does it Mean for You? Ebook!

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.