Salmon Wealth Management is a wealth management firm dedicated to helping clients preserve and grow their wealth. We offer a variety of financial services but specialize in wealth management, asset management, wealth transfer strategies, income strategies, retirement plans, and providing financial planning services.
Choosing the right advisor is one of the most important investment decisions you will make. We understand that trust is something that must be earned. To do that, we will listen to your needs, develop a sensible plan and creative solutions, and be accountable to you by letting you know how you’re doing relative to your goals and objectives. Our goal is to preserve and grow your wealth so that you can relax and pursue the life you dream of.
Helpful Content
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Saving for College 101
Here’s a crash course on saving for college.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.