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.

The firm provides wealth and investment advisory services to individual and institutional clients, managing about $41.3 million in regulatory assets across a compact roster of 22 clients. Services include customized financial and strategic planning, discretionary portfolio construction and management, periodic reporting, and monitoring of held-away accounts. Its investment approach emphasizes goal-focused wealth analysis and strategic asset allocation, where long-term allocations are driven by client-specific risk capacity and time horizons rather than short-term market conditions. Portfolios are built and managed against custom target allocations using diversified mutual funds, ETFs, individual securities and, when appropriate, privately issued investments and options, with tax-aware management in discretionary taxable accounts. Noteworthy for a firm of its size, the practice is a single-advisor operation that is actively reducing its client base in anticipation of the advisor’s planned retirement and is generally not accepting new clients. The advisor operates exclusively on advisory fees (no commissions), holds the CFA charter and adheres to CFA Institute standards (having voluntarily relinquished a CFP designation), and incorporates approximately $5.66 million of held-away assets into overall asset-allocation decisions.

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.