Home page content
On behalf of Salient Wealth Planning Group, we are proud to announce John Schlatter was listed as a Five Star Wealth Manager* as seen in Los Angeles Magazine. This distinction is awarded to less than 2% of wealth managers in the greater Los Angeles area. This marks the sixth year in a row John has been honored with this recognition.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information, go to http://bit.ly/2dVQQFc
Private Wealth Services
Salient Wealth Planning Group's private wealth services are designed for clients with assets between $20 million and $500 million. We will work with you to determine the correct strategy based on your values and goals, working with you and your family continually.
Intergenerational Wealth Transfers
Affluent families have been achieving substantial reduction to their future estate tax bills for years. We implement techniques designed to transfer virtually an unlimited amount of assets through multiple generations while avoiding estate taxes, gift taxes, creditors and divorce.
Wealth Management
Our approach to investment management relies on core principles developed and tested since the inception of our firm. We use a disciplined, multi-step approach to regularly assess your evolving needs and market events to help ensure your investment plan is meeting your specific goals and objectives.
Family Income Trust
The Family Income Trust is an irrevocable trust designed to provide maximum flexibility for trustee and family members, while offering the greatest allowable accessibility to the trust corpus and deferring estate taxation for over 100 years.