If you're like us, you're a planner, and you're not content with the status quo. You're striving to make the most of what you have – for the present and the future. Whether you’re just starting out, building a business, nearing retirement or focused on efficiently passing down assets to your family, you probably have a clear vision of what you want. You may be less sure of how to get there.
That's where we come in. Our steadfast focus is serving business owners, affluent families and executives, because we understand the individual challenges you face and the values you want to protect. While each of our clients may be different, there’s one thing you all have in common: The need for a lifelong financial plan designed to help you create the life you want for today, tomorrow and whatever comes next.
We’ve worked with clients from all backgrounds, and we understand the challenges you face and the values you want to protect.
Nurturing wealth so you can live a longer, better life.Learn More
Unique solutions for business owners and entrepreneurs.Learn More
Helping you manage your financial success.Learn More
Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. Saling Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Saling Wealth Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Saling Wealth Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as Saling Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Saling Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Saling Wealth Advisors, please contact the state securities regulators for those states in which Saling Wealth Advisors maintains a registration filing. A copy of Saling Wealth Advisors’ current written disclosure statement discussing Saling Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Saling Wealth Advisors upon written request. Saling Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Saling Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.