Saling Wealth Advisors

Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts and estates, managing about $618 million in client assets across discretionary and non‑discretionary accounts. The firm offers comprehensive financial planning, discretionary portfolio management, and project‑based consulting, and generally requires a $1,000,000 account minimum though it may negotiate exceptions.

At the outset of each relationship Saling Wealth Advisors develops a personalized Investor Profile to establish objectives and guidelines and implements portfolios primarily composed of mutual funds and ETFs. The firm uses both qualitative and quantitative due diligence—citing research from providers such as BlackRock, Morningstar and J.P. Morgan—generally avoids recommending individual equities or fixed‑income securities except for legacy positions, and uses alternative private funds on a non‑discretionary basis.

Noteworthy features include the firm’s distribution of periodic client communications, such as newsletters or periodicals, in addition to allocation and performance reports available for client review. Saling Wealth Advisors also participates in an institutional platform relationship with Raymond James that provides publications, technology and practice‑management services, and it works with Raymond James Trust for certain trust accounts where final approval of recommendations rests with the trustee.