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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.
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Helpful Content
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?