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. Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested. Here's a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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. Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested. Here's a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Services
Salvus Wealth Management was established in 2014 when Charles T. Woolston, CPA, MST partnered with long-time investment advisor, Robert W. Joel, CFP, to create a wealth management firm to serve their clients. Prior to establishing the firm, Chuck and Bob had worked together for over 15 years advising their mutual clients in various aspects of wealth management.
At Salvus Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We deliver unbiased and objective guidance by serving you as a fiduciary. We simplify and clarify complex questions to empower you to make informed financial decisions. We provide you with a real-time and unobstructed view of your complete financial life. We collaborate with your other professional advisors to coordinate and integrate your financial affairs.
We are a Registered Investment Advisor acting as your fiduciary versus a broker selling you products. We are independent and 100% employee-owned versus a subsidiary of a large financial institution. We offer guidance that incorporates a holistic view of your entire wealth versus selling individual financial products.
At Salvus, we strive to provide growth of capital that is consistent with your goals, while maintaining a focus on our golden rule, preservation of your capital. That is the central theme of our investment philosophy. We believe this is best accomplished by allocating capital to a select group of experienced boutique managers who each focus on their own unique area of expertise.
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