"Every asset allocation we create or decision we make, every investment vehicle we choose and each financial plan we craft is driven by that principle."
The Salomon Mikell Group

The Salomon Mikell Group

"Every asset allocation we create or decision we make, every investment vehicle we choose and each financial plan we craft is driven by that principle."
About The Salomon Mikell Group

Welcome

Our approach is simple and straightforward: We put clients first.
Every asset allocation we create and decision we make, every investment vehicle we choose and each financial plan we craft, are driven by that principle.
We employ a listen-first approach, investing time to educate our clients and involve them in the investing process.
Our team comprises 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 business owners and financial professionals, and deliver tailored 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, multigenerational vision.

Meet Our Team

Insights

Investing

Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(312) 580-4146