"Our approach is simple and straightforward, we put clients first."
The Salomon Mikell Group

The Salomon Mikell Group

"Our approach is simple and straightforward, we put clients first."
About The Salomon Mikell Group

Meet Our Team

Our approach is simple and straightforward: We put clients first.

Every asset allocation we create or decision we make, every investment vehicle we choose and each wealth plan we craft is driven by that principle.

At The Salomon Mikell Group, we create strategies designed to help address your specific needs, whether you seek professional portfolio management, a strategic investment approach or a broader range of wealth management services.

We employ a listen-first approach, investing time to educate our clients and involve them in the investing process.

Our team is comprised of experienced traders; we have an intrinsic understanding of the global markets and how they operate, and a familiarity with the range of investment vehicles available.

We serve high-net-worth and sophisticated clients, including athletes, entrepreneurs, business owners and financial professionals. Our team delivers tailored and comprehensive wealth management strategies that address a broad range of financial needs—investment management, lending, mortgages, trust and estate strategies, philanthropic giving and wealth transfer.

The wealth management services we offer are comprehensive, and each relationship is anchored by a long-term, multi-generational vision.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Markets

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Family Legacy

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