A firm with a view
At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital.Salvus Difference Meet the Team Contact Us
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are six flags that may make your tax return prime for an IRS audit.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When to start? Should I continue to work? How can I maximize my benefit?
Knowing the rules may help you decide when to start benefits.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.