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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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From One Professional to Another / Let’s Work Together

From One Professional to Another / Let’s Work Together

Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment insights. If you’re ready to work with a financial professional, let’s sit down to talk.

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Our Clients

Helping investors from every background

Retirees

Retirees

Planning for Your Retirement

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Women

Women

Understanding your unique needs

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Business Owners

Business Owners

Supporting small businesses

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Professionals

Professionals

Make your money work for you

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s talk. We’ll work together to see how we can best serve you.

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What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Our team is comprised of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.

Private Wealth Services

Salient Consulting Group's private wealth services are designed for clients with assets between $20 million and $500 million. We will work with you to determine the correct strategy based on your values and goals, working with you and your family continually.

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Wealth Management

Our approach to wealth management relies on core principles developed and tested since the inception of our firm. We use a disciplined, multi-step approach to regularly assess your evolving needs and market events to help ensure your investment plan is meeting your specific goals and objectives.

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Our Three Step Process

STEP

1

UNDERSTANDING

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

PLANNING

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

EXECUTION

Life changes? Market volatility? We’ll work with you to help keep your financial blueprint on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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