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
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Supplementing Retirement Income with Whole Life
Whole Life insurance can add to your retirement income and allow you to live confidently.
Infographic: Top Tip for Tipping
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
How to Cut Your Expenses
Living with confidence means living within your means. managers.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Saving for College 101
Here’s a crash course on saving for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What is Life Insurance? Part 1
What is Life Insurance? Part 1