Red Bank, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Salvus Wealth Management, LLC
Team
Firm-wide stats for Salvus Wealth Management, LLC
About
Salvus serves a mix of individual clients (including high net worth individuals), retirement plans, trusts, estates, corporations and other businesses. The firm offers discretionary and non-discretionary investment management, stand‑alone financial planning, retirement plan consulting (ERISA §3(21) services) and sub‑advisory arrangements.
Portfolios are tailored to each client’s objectives and risk profile and may combine growth, growth‑and‑income, income‑and‑growth and capital preservation strategies across individual equities, fixed income, mutual funds, ETFs, private investment funds and allocations to sub‑advisers or independent managers accessed through third‑party platforms. Salvus employs a mix of fundamental, technical, charting and cyclical analysis, provides ongoing monitoring, and can implement either portfolio discretion or seek client approval on a trade‑by‑trade basis.
Notable for a firm of its size, several of Salvus’ representatives are also affiliated with Certified Public Accounting firms and the brochure discloses that the firm may recommend accounting services or entities under common control, creating potential referral conflicts that are disclosed to clients. The firm also documents the use of external promoters/solicitors and a sub‑advisory arrangement with another registered adviser — these relationships are disclosed and, where applicable, require client consent.
Based on Salvus Wealth Management, LLC
Expertise
Based on Salvus Wealth Management, LLC
Location
200 Schulz Drive, Suite 302
Red Bank NJ 07701
Advisors at this office
3
Advisors at this office
William M
Series 65
Red Bank, NJ
Salvus Wealth Management, LLC
William McNamara is a financial advisor with Salvus Wealth Management, LLC, holding a Series 65 designation and 17 years of industry experience. He has worked with several firms, including Woolston Jensen and McNamara, where he is a partner involved in tax preparation and planning. His career history also includes positions at Woolston Consulting Group, The Curchin Group, C & G Financial, and Cowan, Gunteski & Co. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and businesses with customized portfolios that align with clients' objectives and risk profiles. The firm combines fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary investment management alongside financial planning and retirement consulting services.
Robert J
CFP®, Series 63, Series 65
Red Bank, NJ
Salvus Wealth Management, LLC
Robert Joel is a CFP® professional with 15 years of industry experience. He is currently with Salvus Wealth Management, LLC, where he has worked since 2014, and also has experience at ThePARTNERS Wealth Management. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses, providing tailored investment management, financial planning, and retirement plan consulting. The firm combines multiple investment strategies across various asset classes and employs fundamental, technical, charting, and cyclical analysis in managing client portfolios.
Aimee J
Series 65
Red Bank, NJ
Salvus Wealth Management, LLC
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 since 2019. Jensen is also a partner at Woolston Jensen & McNamara, a non-investment-related accounting firm where she is involved in tax preparation and planning. Salvus Wealth Management serves individual clients, retirement plans, trusts, estates, corporations, and other businesses with tailored investment management and financial planning services. The firm combines multiple investment strategies and employs fundamental, technical, charting, and cyclical analysis to manage portfolios.
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