Salvus Wealth Management
Overview
Salvus Wealth Management is a financial advisory firm that provides comprehensive investment management and financial planning services. The firm focuses on delivering unbiased and objective guidance by serving clients as fiduciaries, ensuring that their best interests are at the forefront. Salvus partners with clients to construct portfolios aimed at providing optimal growth opportunities while emphasizing the preservation of capital. The firm's investment strategy involves extensive due diligence on third-party boutique investment managers who are experienced in their individual areas of expertise. Salvus offers a range of services, including financial, estate, and tax planning, to address all facets of clients' financial needs. The firm maintains a long-term investment perspective, constructing investment plans with an understanding of clients' goals, risk tolerance, and liquidity needs. Salvus Wealth Management operates offices in Red Bank, New Jersey, and Jacksonville, Florida. The team comprises professionals with over 35 years of experience in advising high-net-worth individuals and families. The firm's commitment to fiduciary responsibility and comprehensive wealth management has established it as a trusted advisor for clients seeking personalized financial solutions.
Investment Focus
- High-net-worth individuals
- Families seeking comprehensive wealth management
- Clients requiring fiduciary investment advisory services
Portfolio Companies
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Frequently asked questions about Salvus Wealth Management
What sectors does Salvus Wealth Management invest in?
Salvus Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Shrewsbury, New Jersey, United States. Salvus Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Salvus Wealth Management invest at?
Salvus Wealth Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Salvus Wealth Management invest in?
Salvus Wealth Management invests across United States.
Who are the partners at Salvus Wealth Management?
Team members listed for Salvus Wealth Management include Sonja Elia (Operations Director) and Charles Woolston (Co-founder & Chief Executive Officer).
What companies has Salvus Wealth Management invested in?
Salvus Wealth Management's portfolio includes ABC Technologies, GreenHealth Innovations, NextGen Communications, Urban Retail Group, Oceanic Shipping Co., Silverstone Financial Services, Mountain Peak Resources and CityScape Developments.
How do I contact Salvus Wealth Management?
Salvus Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
