<strong><em>&#8220;I focus on what I do best, so you can too.&#8221;&#160;</em></strong>

“I focus on what I do best, so you can too.” 

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Carlos Salmon, CIMA®, CPWA®
 Certified Investment Management Analyst®
 Certified Private Wealth Advisor® 

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Welcome! After spending many years as a Financial Advisor in Corporate America, it became crystal clear that companies focus on their bottom line, their shareholders, and their success.

In 2020, I set out to change that dynamic. 

Today, as a financial planner, investment manager, and speaker, I remain laser-focused on my clients, their results, and their success and steadfast in my commitment to helping exceptional people live extraordinary lives.

I'm thrilled that you're here and look forward to getting to know you. I'm excited to be part of your journey!

Get to Know Me  >>

Why Carlos?

I believe that earning your trust begins with taking the time to get to know you -- your values, priorities, and passions. This insight gives me the ability to create a Private Client experience tailored to you and only you. Then, as our relationship deepens, I collaborate with your other professional to surround you with a team of expert advisors that synchronize all the moving pieces in your life and provide support whenever and wherever you need it. 

Relationship Focused

Relationship Focused

A personalized & holistic experience centered on you -- your values, passions, and priorities.

Fee Transparency

Fee Transparency

A transparent fee schedule that's simple and easy to understand.

Fiduciary

Fiduciary

“Fiduci-what?" Simply put, I follow the highest ethical and legal standards in protecting your financial interests

Services

My priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

  • BUSINESS FINANCIAL SERVICES

  • INVESTMENT MANAGEMENT

  • COMPREHENSIVE FINANCIAL PLANNING

  • TAX STRATEGIES & PLANNING

  • RETIREMENT PLANNING

  • MANAGING EQUITY COMPENSATION

  • ESTATE & LEGACY PLANNING

  • RISK MANAGEMENT / ASSET PROTECTION

Has your financial situation changed, but the advice you're receiving from your advisor(s) hasn't?

Who I serve

Seasoned Business Owners

Seasoned Business Owners

Have you been wondering what your business is worth today and when you might be able to exit?

Are you a seasoned business owner who hasn't quite figured out how to save for your own retirement while investing in your business?

Medical Professionals

Medical Professionals

Whether you've chosen the path of Private Practice or Academic Medicine, have peace of mind knowing your wealth is professionally managed and at an established institution.

In addition to my core client base, I specialize in helping current and former employees from:

GET IN TOUCH
I'LL TAKE CARE OF THE REST