A complete list of active advisors currently associated with RB Salzman Wealth Management, LLC
Warmer can help you find a great advisor at RB Salzman Wealth Management, LLC or one who fits your needs even better.
RBSalzman Wealth Management, LLC is an independent, fee-only advisory firm that provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $41.3 million in regulatory assets under management and provides monitoring and recommendations for about $5.7 million in held-away assets such as client 401(k) accounts. The firm’s investment process emphasizes goal-focused wealth analysis and strategic planning, using client-specific risk capacity to determine long-term strategic asset allocation and custom target portfolios; most client mandates are managed on a fully discretionary basis. Portfolios are typically built with diversified mutual funds, ETFs and individual securities, with attention to tax management in taxable accounts and limited use of derivatives for hedging or income strategies when appropriate. Notable features include a single-advisor practice with a small client roster (22 clients), producing relatively high assets per client, and an announced gradual reduction of the client base as the firm prepares for the principal’s planned retirement, so it is generally not accepting new clients. The firm also relies on a primary custodian relationship that provides third-party research and advisor technology and uses account aggregation for held-away monitoring; it does not accept commissions or performance-based fees and does not provide fee-for-service tax or estate planning but incorporates those considerations into investment strategy.
To learn more about the advisors currently working at RB Salzman Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northbrook, IL
| 12
|
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