The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy ...
A Personal Approach to Planning
Salem Five Wealth Management provides clients independent full-service financial advice and management to institutions and high-net-worth individuals. We are legal fiduciaries, which means our clients' needs come first. We are a fee-only fiduciary wealth management firm and do not sell products or charge for transactions.
There's no one-size-fits-all investment plan; your situation, goals, and needs are unique. At Salem Five, we start by asking questions and listening to you in an effort to fully understand all your wealth management needs.
Our Approach
We pride ourselves in working closely with our clients to determine the best products, portfolio mix and approach to grow, preserve and protect their wealth. From our first conversation, clients know we are their go-to team for whatever life brings.
Financial Perspectives and Resources
See below for some resources you may find helpful.
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Read Our Economic Insight Articles & Videos
Economic Resilience SeenSpring Renewing Hope for Economy
Investors saw signs of renewed hope in recent weeks, especially on the inflation front as several inflation measures showed signs of improvement. We also saw ...
Published: 8/28/2023
Published: 8/28/2023
Published: 8/28/2023
- Calculators
Do you have questions or need more information?
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Salem Five Bank or Salem Five Investment Services.
Securities and insurance offered through LPL or its affiliates
and
Securities and Investment products offered through Salem Five Wealth Management and Trust Company (A Division of Salem Five Bank)
are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.