RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Featured Team Member

Charles T. Woolston, CPA, MST, is the Co-founder and Chief Executive Officer of Salvus Wealth Management and is also a member of the Management Committee and Investment Strategy Team. Chuck has over 35 years of experience in advising...

Robert W. Joel

Robert W. Joel, CFP®, is the Co-founder of Salvus Wealth Management and serves as Chief Investment Officer and Chief Compliance Officer of the firm. He is also a member of the firm’s Management Committee and Investment...

Sonja M. Elia

Sonja M. Elia is the Operations Director for Salvus Wealth Management. She is located in the Jacksonville, Florida, office and is responsible for the behind the scenes daily operations and process management for the organization. Sonja...

Anna Marie Rogers

Anna Marie Rogers, is the Client Relationship Manager of Salvus Wealth Management and is in charge of firmwide daily operations and administrative responsibilities. She has over 20 years of experience in assisting high net worth...

Jeffrey M. Jacobs

Jeffrey M. Jacobs, CPA, Financial Advisor of SalvusWealth Management. Mr. Jacobs graduated from University of Florida in 1984, with a Bachelor of Science degree in Accounting and in 1985 with a Master of Accounting degree with Tax...

Aimee M. Jensen

Aimee M. Jensen, CPA, MBA,is a Financial Advisor for Salvus Wealth Management. She has over 30 years of experience working with individuals, estates and trusts, and high net worth clients. She provides expertise in tax preparation,...

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