SEC CRD #801-128911
Home | Salient Wealth Planning Guiding Your Financial Future with clarity Confidence Experience comfort and confidence in your financial journey, knowing everything is thoughtfully managed. Let's plan your retirement roadmap Serving clients from all walks of life At Salient Wealth Planning, we offer tailored guidance for those approaching retirement or refining their current strategies. Pre-retirees We assist in crafting strategies for a seamless transition into retirement. Retirees We help foster financial harmony across generations with comprehensive planning. Women in transition For women entering a new life chapter, we offer support and partnership in navigating financial decisions. Guiding you every step of the way Pre-retirement planning We prepare you for the next phase of life with strategic planning. Learn more Retirement income planning Our approach aims to optimize your income streams for lasting stability. Learn more tax strategies We design tax-efficient plans to enhance your financial well-being. Learn more Investment management We manage your investments with a focus on growth and security. Learn more for the unexpected" /> Your partner in preparing for the unexpected Salient Wealth Planning performs well in simplifying the complex, allowing you to focus on what truly matters without unnecessary stress. Our empathetic approach takes the burden off your shoulders, providing clarity for your future. We are dedicated to being the trusted partner you need for navig
PHILIP SMITH
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
๐ (858) 768-0096
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AUM
$239M
Location
ENCINITAS, CA
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