Saling Wealth Advisors is a full-service wealth advisory firm.
Saling Wealth Advisors helps affluent families, business owners and executives make sound financial decisions. Our clients have one thing in common: the need for a lifelong financial plan designed to help them create the life they want for today, tomorrow and whatever comes next.
Recognizing that every client has unique goals that require customized solutions and that personal life and financial life are inherently intertwined, we work to deeply understand our client’s families, beliefs, passions and ultimately life goals.
Our mission is to ensure seamless management of our client’s assets with services that range from portfolio management to insurance, tax, estate, retirement planning and more.
With over 80 years of combined financial industry experience, we are prepared to serve as a strategic partner in our clients lives.
Organizational Specialties:
• Retirement Planning
• Estate and Charitable Planning
• Investment Management
• Cash Management and Borrowing
• Business Planning
• Risk Management
• Longevity Planning
Company Details
- Employees
- 14
- Founded
- -
- Address
- 9750 Ormsby Station Rd., Suite 102, Louisville,ky 40223,united States
- Phone
- 502.805.3000
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- salingwealthadvisors.com
- Keywords
- • Retirement Planning.
- HQ
- Louisville, KY
- Competitors
- Accredited Wealth Management, RetireRight Financial Planning, Rich Wealth Management, LLC, Frame Wealth Partners, LaCour Wealth Management of Raymond James, Plentiful Wealth, Creative Capital Group, Farmville Area Chamber of Commerce, Kiper Wealth Advisors, Encore Wealth Management Group.
Saling Wealth Advisors Questions
Saling Wealth Advisors's helpline number is 502.805.3000
Saling Wealth Advisors's website is salingwealthadvisors.com
Saling Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/saling-wealth-advisors
Saling Wealth Advisors has
14 employees.
View email and phone details for 14
employees at Saling Wealth Advisors.
Saling Wealth Advisors's industry is
Financial Services
Saling Wealth Advisors's top competitors are
Accredited Wealth Management,
Retireright Financial Planning,
Rich Wealth Management, Llc,
Frame Wealth Partners,
Lacour Wealth Management Of Raymond James,
Plentiful Wealth,
Creative Capital Group,
Farmville Area Chamber Of Commerce,
Kiper Wealth Advisors,
Encore Wealth Management Group.
Saling Wealth Advisors's categories are Financial Services
Saling Wealth Advisors's founding year is 2016
