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Client CenterA 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.
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Helpful Content
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Surprises
Making the most of surprises is a great reason to work with us.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequences to their future financial security.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Surprises
Making the most of surprises is a great reason to work with us.