“I focus on what I do best, so you can too.”
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Carlos Salmon, CFP®, CIMA®, CPWA®
Certified Financial Planner®
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!
Relationship Focused
A personalized & holistic experience centered on you -- your values, passions, and priorities.
Fee Transparency
A transparent fee schedule that's simple and easy to understand.
Fiduciary
“Fiduci-what?" Simply put, I follow the highest ethical and legal standards in protecting your financial interests
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
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.
