Salvus Wealth Management, LLC

Peter Freidel is a financial advisor with Raymond James Financial in Glenwood Springs, CO, holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James Financial Services Advisors and Bank of Colorado since 2021. He also serves as an associate at Bank of Colorado Investment Services through Raymond James. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and asset-allocation analysis.

William Mcnamara is a Series 65-licensed financial advisor with 17 years of industry experience. He is currently a partner at Woolston, Jensen & McNamara, an accounting firm where he focuses on tax preparation and planning. He has previously worked at Salvus Wealth Management, LLC and several other financial firms throughout his career. Salvus Wealth Management, LLC provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional clients. The firm emphasizes tailored portfolio management across multiple asset classes and maintains affiliations with accounting professionals to support its advisory services.

Robert Joel is a CFP® professional with 14 years of experience in financial advisory services. He has been with Salvus Wealth Management, LLC since 2014, where he is part of a four-advisor team based in Jacksonville, FL. Salvus Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm offers tailored portfolio strategies and utilizes third-party platforms for access to independent managers and reporting.

Sonja Elia is a financial advisor at Salvus Wealth Management, LLC in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 14 years of industry experience, including five years with Camarada Financial Advisors, LLC before joining Salvus Wealth Management in 2016. Salvus Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional entities. The firm employs a diversified investment approach with tailored portfolios spanning equities, fixed income, mutual funds, ETFs, and independent managers, and maintains affiliations with accounting professionals alongside disclosed referral arrangements.

Aimee Jensen is a financial advisor at Salvus Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Salvus Wealth Management since 2019. Jensen is also a partner at Woolston Jensen & McNamara, a non-investment accounting firm, where she is involved in tax preparation and planning. Salvus Wealth Management offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional clients. The firm customizes portfolios based on client objectives and employs a range of investment strategies while maintaining affiliations with accounting professionals.

Jeffrey Jacobs is a financial advisor at Salvus Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Salvus since 2016. Outside of his advisory work, he serves as treasurer for Paradigm Flux Inc, a nonprofit professional dance company in Jacksonville, FL. Salvus Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional entities. The firm offers tailored portfolio strategies and access to independent managers, managing approximately $297.6 million in discretionary assets as of December 31, 2024.

Charles Woolston is a financial advisor at Salvus Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 credential and has worked at firms including Woolston Jensen and Macnamara and C & G Financial, LLC. Outside of finance, he is a partner in several vehicle importing and sales businesses. Salvus Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individuals, high net worth clients, and various institutional entities. The firm customizes portfolios across multiple asset classes and employs third-party platforms to access independent managers and reporting.