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SWP Financial LLC

EST. AUM
$239,389,499

CONTACTS

CLIENT ACCOUNTS
817

Firm Details

Metro area San Diego
CRD Number 327885
Website salientwealthplanning.com
Client types

Overview

Salient Wealth Planning is an independent registered investment advisor based in Encinitas, California, providing personalized financial guidance to pre-retirees, retirees, professionals, and women in financial transition. The firm has been offering financial planning and advisory services since 2000 and uses Fidelity Institutional Wealth Services as its custodian. Salient serves clients with an emphasis on financial clarity, retirement readiness, and long-term security.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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