Economic Resilience Seen
The financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy ...
Who We Are
Salem Five Wealth Management and Trust provides full-service financial advice and management for individuals, families, small businesses and non-profits. As fiduciaries, we strive to build enduring relationships with our clients based on trust, communication and mutual respect. Our goal is to educate and empower our clients to make informed decisions about their financial futures.
Financial Advice for Your Life
Life can change in wonderful ways and it can also throw its challenges – make sure you’re ready for any milestone or event.
Retirement
Planning for a comfortable future
The best way to plan for retirement is to start early. Financial security in retirement doesn’t just happen. It takes planning. Let us work with you to put a plan together at any stage, any age.
Marriage / Family
Planning for Couples
Whether you want to grow your family or want to enjoy just being a couple, there are considerations to plan for. Whether your combining finances, looking for a home or planning for kids, there are ways to be smart with your financial planning.
Career Change
What to consider when changing jobs
When you change jobs or change careers altogether there are financial considerations. Whether it’s rolling over 401K plans, adjusting portfolios to a change in compensation, we can help you think about making a smooth transition.
Death of a Loved One
What You Should Know
The last thing you want to think about when you’ve lost someone is will I be secure with finances? Good planning can help here, ensuring that those left behind will be comfortable. We can also assist should you be in this situation currently.
Health Event
Be Prepared and Plan Today
You never want to have to worry about finances when you’re focused on your health or that of a loved one. We can help you plan ahead so that you’re not sidelined by financial concerns in the event of a health issue. We can also assist should you be in this situation currently.
Divorce
Financial Considerations
When relationships end it can mean changes in financial circumstances for one or both parties. Let us help you adjust and plan for this new reality.
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.
-
Read Our Economic Insight Articles & Videos
Spring 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: 7/3/2024
Published: 8/28/2023
Published: 12/14/2023
- 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.