Salomon & Ludwin

Overview

Salomon & Ludwin is a private investment firm based in Richmond, Virginia, specializing in fixed income and equity investments. The firm offers comprehensive financial planning and wealth management services, including retirement and financial planning, cash-flow management, and tax and estate coordination. They serve high-net-worth individuals and families, focusing on personalized strategies to help clients achieve their financial goals. The firm's investment approach is centered around a four-pillar strategy: Cash Flow Engineering, Risk Management, Tax Efficiency, and Documentation & Coordination. This method aims to provide clients with a clear understanding of their financial needs, manage investment risks, optimize tax outcomes, and ensure thorough documentation and coordination of financial plans. Salomon & Ludwin emphasizes a disciplined investment process and tailored advice to cater to the unique needs of each client. With a team of experienced advisors, Salomon & Ludwin has been recognized for its commitment to client service and financial expertise. The firm has been named to Barron’s America’s Top 1,000 Financial Advisors list every year since 2009 and awarded a U.S. patent for its TriggerPoint™ investment strategy, which utilizes proprietary ETF portfolios. Their mission is to help clients achieve their financial goals through a disciplined investment process and tailored advice, catering primarily to high-net-worth individuals, corporate executives, and non-profit organizations.

Investment Focus

• High-net-worth individuals
• Corporate executives
• Non-profit organizations

Portfolio Companies