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400 Continental Blvd. 6th Floor, #6022, El Segundo, CA 90245

310-531-1004
Guiding You With The Salient Way

Guiding You With The Salient Way

Good planning helps the right choices reveal themselves. Our work at Salient Wealth Solutions Group builds upon the foundation you’ve already established for your finances.

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Developing Trusting, Long-Lasting Relationships

Developing Trusting, Long-Lasting Relationships

Salient Wealth Solutions Group has been providing premier wealth planning and wealth management services for over 30 years. We are a thriving firm specializing in bringing creative customized design strategies in the areas of wealth creation and preservation, with an emphasis on tax efficiency and wealth transfer through multiple generations.

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Our Clients

We are dedicated to empowering a diverse range of clients to make smart financial decisions and live their lives with the confidence to accomplish all their financial goals and dreams.

Affluent Clients:

Affluent Clients:

We provide affluent clients with meticulous planning and tailored strategic guidance to help achieve their unique financial goals and aspirations.

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Business Owners:

Business Owners:

We can provide tailored financial strategies and guidance to assist business owners in optimizing their finances, enhancing cash flow management, and succession planning to create long-term stability and growth.

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Entrepreneurs & Executives

Entrepreneurs & Executives

We help executives and entrepreneurs to optimize your financial strategies, manage complex compensation packages, and make informed decisions that align with your long-term goals.

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Families:

Families:

We can offer personalized financial plans and advice to families, helping them achieve their financial goals, secure their future, and navigate important life milestones with confidence.

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Our Services

At our firm, we are not all things to all people. We are a few things to a few people. Our services are rooted in developing deep personal relationships to help families navigate the challenges of managing family wealth. We work on an exclusive basis, limiting the number of new families and business owners we work with each year based on confidential introductions.

Retirement Planning

When working with us for retirement planning, we assess your current financial situation, project future income needs, and develop a personalized retirement plan tailored to your unique circumstances.Your most important financial milestone

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Investment Planning

By understanding your risk tolerance, financial objectives, and time horizon, we can develop a personalized investment plan tailored to your needs.

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Estate Planning Strategies

We work closely with you to understand your goals and develop a customized plan to support the preservation of your legacy for future generations.

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Business Succession Planning

We help business owners secure their company's future through comprehensive succession planning that aligns with their vision, addressing tax, legal, and financial complexities to help ensure a seamless transition and safeguard their legacy.

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Beginning Our Process

STEP

1

Discovery:

We begin by understanding what is most important to you and gathering preliminary data on your entire estate, including real estate, business ownership and structure, estate and legacy planning, retirement assets, bank assets, cash flow, and surplus cash flow.

STEP

2

 Engagement:

Next, we identify immediate opportunities for improvement and explain our fee structure, which includes planning fees, implementation, and post-plan engagement.

STEP

3

Implementation:

We then conduct a thorough data collection process, organizing all information into eMoney. This powerful portal helps clients define their objectives so that we can develop, implement, and monitor holistic comprehensive wealth plans.

Helping You Plan For Your Ideal Future

We do true, deep holistic planning to help clients understand and gain clarity on their objectives so that they have confidence that their objectives will be achieved. We recognize that each client is different and has unique needs, and we believe that our greatest value is to organize the financial planning playbook and continually educate clients on their financial strategy and what the inherent pros and cons are.

Ready To Get Started?

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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