Our Roots Run Deep
Investment Philosophy Based on Decades of Nobel Prize Recognized Research
Low-Cost, Tax-Efficient Advice with Integrity
So you can focus on What Really Matters
You've got a partner in Saltmarsh Financial Advisors

Asset Safety

We have chosen Charles Schwab & Co. to act as the custodian of our client’s assets. Charles Schwab has a long history of working with independent financial advisors and safeguarding their client’s assets. They have also made significant investments in technology which enables us to provide seamless service to our clients. In addition to receiving performance reporting from Saltmarsh Financial Advisors, Charles Schwab provides a separate statement of activity directly to you. We believe that separate and discrete asset management from custodial responsibilities is a prudent checks and balances to ensure peace of mind for our clients.

We Follow Our Own Advice

At Saltmarsh, Cleaveland & Gund we follow our own advice. We administer our company retirement plan in the same manner we manage your assets. In addition, Saltmarsh Financial Advisors manages the personal assets of many of our employees and their family members, helping them grow and sustain their legacy for future generations. Do your advisors follow their own advice?

Quarterly Investment Updates
*Beginning December 2017, our Investment Update newsletter will move to quarterly distribution instead of monthly.

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Saltmarsh Financial Advisors, LLC
900 N. 12th Avenue, Pensacola, FL 32501 ° Local Phone: 850.435.8300 ° Email: info@saltmarshfa.com


(c) 2018 Saltmarsh, Cleaveland & Gund

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