The Possibility of Financial Freedom could be just one phonecall away…

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Saltiel Wealth Management is your fiduciary partner for Financial Planning and Investment Management in Sarasota, FL. As experienced Wealth Advisors, we understand the unique financial needs of individuals and businesses in this vibrant community.

Our comprehensive financial advisory services encompass various aspects of your financial life. Whether you’re planning for retirement or seeking tax-efficient strategies, our team is here to guide you towards your financial goals. We take the time to understand your specific circumstances, risk tolerance, and objectives to create personalized wealth management solutions tailored to you.

With Saltiel Wealth Management, you can benefit from professional portfolio management, ensuring your investments align with your long-term aspirations. Our investment management approach is grounded in thorough research and continuous monitoring, potentially maximizing opportunities while managing risks.

Additionally, our knowledgeable advisors offer specialized tax planning services to optimize your financial position and minimize tax liabilities. Planning for your estate’s future is equally vital, and our estate planning advisors can assist you in developing strategies to protect and transfer your assets as per your wishes.

At Saltiel Wealth Management, we strive to provide holistic financial services that instill confidence in your financial future. Let our team of experts help you navigate the complexities of financial planning and investment management, so you can focus on what matters most to you.

Contact Saltiel Wealth Management today and embark on a journey towards the possibility of a secure financial future!

The answer to your financial planning and wealth questions

Below are some commonly asked questions.

Contact us for a free consultation. During the consulation we’ll discuss about yourselves, how the planning relationship works, and how much it costs for advice.

Fee Only Financial Planning – $175hr

Investment Management – Based on Assets Under Management, see services & rates page.

Yes, we host virtual meetings through RingCentral.

Yes, under Investment Adviser Representative guidelines as well as holding our Series 66 licenses – all recommendations are given with the fiduciary standard.

We’re available and happy to answer your questions at any time with purposeful responses. As a home-based office with little overhead, we’re able to focus on a much smaller amount of clients. We also combine financial planning with tax planning – an often overlooked gray area, we believe this area to be the most important part in retirement planning as taxes are often your biggest liability.

Areas of Expertise

When it comes to your unique financial picture, we like to create certainty to see where you currently stand and with direction, help you feel confident moving forward with a personalized wealth plan.

Investment Management

Determine risk tolerance, time horizons, proper asset allocation for all investment vehicles. Includes custom-tailored portfolios, investment policy statement and target allocations.

Financial Planning

Comprehensive services relating to the surrounding areas.

Debt Management

Credit and Debt Management, steps for short and long term improvements. Run comparison analysis to determine most efficient way to pay off debts.

Retirement Planning

Determine financial goals, cash flow analysis, taxation analysis for investments, target age for retirement, when to take pension and/or social security and which options to choose. Required Minimum Distribution Planning and Retirement Income Planning.

Education Planning

Determine correct allocation and contributions to 529 plan, Coverdell Education Savings Account, UGMA and/or UTMA custodial accounts.

Estate Planning

Help identify tax liabilities for estate, estate planning checklist, work with licensed attorney and/or tax advisor for specific recommendations. Saltiel Wealth Management does not offer legal or tax advice. This material is not intended to replace the advice of a qualified tax advisor or attorney. Please consult legal or tax professionals for specific information regarding your individual situation.

For a complimentary, no obligation, confidential review please