Totem Wealth Management & Financial Advisors
Totem Wealth Management & Financial Advisors, Charlotte merkezli bir finansal danışmanlık firmasıdır. Müşterilerine yatırım yönetimi, finansal planlama ve varlık yönetimi konularında profesyonel hizmet sunmaktadır. Uzman kadrosu ile bireylerin ve kurumların finansal hedeflerine ulaşmalarına yardımcı olmayı amaçlamaktadır.
About Totem Wealth Management & Financial Advisors
Who Is Totem Wealth Management & Financial Advisors?
Totem Wealth Management & Financial Advisors is a financial services firm based in Charlotte, North Carolina, specializing in comprehensive wealth management and financial planning. The firm offers a range of services designed to help individuals and businesses effectively manage and grow their wealth, ensuring financial security and prosperity. Their team of experienced professionals provides personalized strategies tailored to each client's unique financial goals and circumstances.
Who Owns Totem Wealth Management & Financial Advisors?
Totem Wealth Management & Financial Advisors is owned by Salvador A. Perez, who also serves as the firm's founder. Mr. Perez is a Certified Financial Planner® (CFP®) with over seven years of industry experience. Before establishing Totem Wealth Management, he held positions at Financial Plans & Strategies and The Vanguard Group. In addition to his professional endeavors, Mr. Perez is actively involved in the community, coaching soccer at ISL Agency Futbol in Charlotte, NC.
When Was Totem Wealth Management & Financial Advisors Founded?
Totem Wealth Management & Financial Advisors was founded in July 2023. Despite being a relatively new entrant in the financial services industry, the firm has quickly established itself as a trusted advisor in the Charlotte area, offering personalized financial planning and investment strategies to help clients achieve their financial goals.
What Services Does Totem Wealth Management & Financial Advisors Offer?
Totem Wealth Management & Financial Advisors provides a comprehensive suite of services aimed at optimizing clients' financial potential. Their offerings include:
- Customized Financial Planning: Assessing clients' current financial situations and creating personalized strategies to achieve their financial objectives.
- Investment Management: Strategic selection, monitoring, and adjustment of investments to grow and preserve wealth over time.
- Retirement Planning: Establishing retirement savings plans that meet legal requirements and offer suitable investment options.
- Tax Strategies: Minimizing tax burdens to preserve more of clients' investment returns and maximize wealth growth.
- Legacy Planning: Ensuring a smooth transition of wealth through careful estate planning and asset protection.
- Business Planning: Empowering business owners to make informed decisions and optimize financial performance.
- Risk Management & Insurance Planning: Protecting financial well-being by mitigating risks and providing a safety net against potential losses.
Totem Wealth Management & Financial Advisors Business Information
Totem Wealth Management & Financial Advisors is a Limited Liability Company (LLC) incorporated on July 10, 2023. The firm is registered in Florida, North Carolina, and South Carolina, serving clients across these states.
Totem Wealth Management & Financial Advisors Contact
For inquiries or to schedule a consultation, you can reach Totem Wealth Management & Financial Advisors through the following contact details:
Totem Wealth Management & Financial Advisors Phone Number
The firm's primary contact number is +1 (803) 681-5152.
Totem Wealth Management & Financial Advisors Mobile Phone
No mobile phone number could be identified for Totem Wealth Management & Financial Advisors; contacting the company directly is recommended for the most up-to-date information.
Totem Wealth Management & Financial Advisors Fax
No fax number could be identified for Totem Wealth Management & Financial Advisors; contacting the company directly is recommended for the most up-to-date information.
Totem Wealth Management & Financial Advisors Email Address
The firm's email address is contactus@totemwm.com.
Totem Wealth Management & Financial Advisors Address
Totem Wealth Management & Financial Advisors is located at 301 South McDowell Street, Suite 125, Charlotte, NC 28204-0031.
Totem Wealth Management & Financial Advisors Working Hours
Totem Wealth Management & Financial Advisors serves during weekday business hours; please get in touch for exact times.
What Time Does Totem Wealth Management & Financial Advisors Open?
The exact opening time is not specified; please contact the firm directly for this information.
What Time Does Totem Wealth Management & Financial Advisors Close?
The exact closing time is not specified; please contact the firm directly for this information.
Is Totem Wealth Management & Financial Advisors Open on Weekends?
Totem Wealth Management & Financial Advisors is closed on weekends; please contact the firm directly for more information.
Is Totem Wealth Management & Financial Advisors Open on Sundays?
Totem Wealth Management & Financial Advisors is closed on Sundays; please contact the firm directly for more information.
Totem Wealth Management & Financial Advisors Instagram
No Instagram account could be identified for Totem Wealth Management & Financial Advisors; contacting the company directly is recommended for the most up-to-date information.
Totem Wealth Management & Financial Advisors Facebook
No Facebook page could be identified for Totem Wealth Management & Financial Advisors; contacting the company directly is recommended for the most up-to-date information.
Totem Wealth Management & Financial Advisors Twitter (X)
No Twitter account could be identified for Totem Wealth Management & Financial Advisors; contacting the company directly is recommended for the most up-to-date information.
Totem Wealth Management & Financial Advisors LinkedIn
Totem Wealth Management & Financial Advisors has a LinkedIn profile, which can be found at. The profile provides information about the firm's services, team members, and updates. Notably, the profile mentions that Travis Bell, CFP®, MBA, has joined the firm as a Senior Wealth Advisor and Strategic Partner.
Reviews 74
Sal Perez (the founder of Totem Wealth Management) is extremely knowledgeable, kind, and helpful. He provided me with tons of helpful advice and guidance outside of his financial management services. He was considerate of my individual needs and goals when discussing a plan to work together and took the time to address any concerns I had.
I couldn't be happier with the financial planning and wealth management guidance I've received from Sal. His willingness to explain financial concepts in a clear and understandable way has been invaluable. Sal provides insightful advice and is extremely accessible and available to answer any questions I may have. His communication is prompt and efficient, making the process smooth and stress-free. His dedication has made a huge difference in managing my finances. I highly recommend Sal to anyone seeking a knowledgeable and approachable financial advisor.
The level of care and effort I have gotten with regards to my financial plan have been second to none. Sal is incredible when it comes to breaking down complex concepts into bite sized actionable items. I would recommend Sal and Totem Wealth Management to anyone.
Sal and Total Wealth Management do an amazing job helping me feel comfortable with my finances. As someone who knew almost nothing in the area of financial literacy before working with Sal, I now feel more confident and in control of my future. Sal is responsive and goes out of his way to help those he works with.
Love this firm! Sal is amazing and very reliable. I not only am more comfortable with my finances but also much more knowledgeable because of him. I recommend him and Totem Wealth Management to all my friends and family!
Sal is the CEO of Totem Wealth Management and he is absolutely the BEST! He is everything you want and need in someone who is helping you with your finances. He’s knowledgeable, respectful, timely, professional, caring, genuine, etc. I could go on! 100% would recommend!
Highly recommend for anyone looking for professional financial guidance/. Sal has been incredibly helpful since I joined. I really appreciate the passion and care he brings to the table. Looking forward to building a future with the help/expertise from Totem!
I started working with Sal mid 2023 and I’ve never been more clear about the status of my finances and felt more secure about them. Sal was patient in explaining every detail, he was always available to jump on a call at my convenience. His sincere care for his customers is superb and doesn’t go unnoticed. I liked working with him so much that multiple members of my family are now his clients, including my own mother.
Sal is very knowledgeable and guided me through every step. He was very patient with my busy schedule and has great communication skills! I feel confident about my financial future and would recommend him to anyone & everyone! Five stars!!
If you’re looking for financial guidance, knowledge of wealth and growth, and someone who understands your financial goals, Totem Wealth Management is the place to start. Sal has a level of experience, honesty and integrity that is worth entrusting with your financial affairs. Not only is his professionalism top-notch, but his personal approach made me feel like a valued individual rather than just another client. Totem Wealth Management has been responsive to all of my inquiries and goes above and beyond to ensure I am well-informed and comfortable in the decisions we make together. Overall, TWM has exceeded expectations in every aspect. Thank you for your continued support and assistance!
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