Peace of Mind for Managing and Distributing Assets
Trust and estate planning offers several significant benefits that can enhance financial security and ensure the efficient transfer of wealth. Effective estate planning helps protect assets from excessive taxation and potential legal challenges, preserving wealth for future generations.
Trust and estate planning helps individuals achieve peace of mind by ensuring that their assets are managed and distributed according to their wishes, while also providing financial and legal safeguards for their beneficiaries.
Estate Planning
- Tax Efficiency
- Asset Transfer Strategies
- Avoidance of Probate
- Asset Protection
Charitable giving is a powerful wealth planning strategy that not only supports causes you care about but also offers financial benefit.
Charitable Giving
- Setting Up Charitable Trusts
- Qualified Charitable Distributions
- Gifting Appreciated Assets
Incorporating education and family support into wealth planning involves strategically allocating resources to meet the educational needs of family members and providing ongoing financial support.
Education & Family Support
- Supplemental Needs Planning
- Education Trusts
- Elder Care Planning
Keeping your Estate Planning Documents up to date is important for making sure your plan still works for you and your family, or for implementing any changes needed due to family changes and or tax law changes.
Document Reviews
- Trusts
- Wills
- Health Care Proxies
- Powers of Attorney
Meet the Team
We believe in a team approach to financial planning. Our team averages over 20 years of industry experience and includes multiple Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA®), and a Certified Trust and Fiduciary Advisor (CTFA®). Our dedicated team manages 1 billion in assets for our clients using a comprehensive financial planning approach.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck »
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 Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, 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 Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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.