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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?