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 was absolutely amazing! He answered all of my questions and I could not be more pleased with his work. I recommend him highly to anyone in the need of financial planning!
We have been thoroughly impressed with the professional guidance provided by Travis Bell and Salvador Perez at Totem Wealth Management. Transitioning our portfolio to Totem from other institutions was seamless and handled with the utmost efficiency. After reviewing our previous holdings, Totem Wealth Management quickly identified and implemented strategic alternatives with significantly lower fee structures. These adjustments have been instrumental in optimizing our retirement planning and ensuring a more tax-efficient investment approach. The team at Totem Wealth Management consistently demonstrates a high level of expertise and proactive communication, giving us full confidence that our financial interests are being managed with diligence and care. For those seeking a sophisticated, results-oriented approach to wealth management, I highly recommend Totem Wealth Management.
Totem Wealth has been great to work with. I hired them to manage my financial portfolio, and I’ve been very pleased with their reliability, responsiveness, and thoughtful approach. I appreciate that they take an active, hands-on role in financial planning rather than a passive one. I highly recommend Totem Wealth for both business and personal financial planning needs.
Leaving a well-established firm to join Totem Wealth Management was a leap of faith for my spouse and me, but it is one that has absolutely paid off. Travis and Sal combine deep industry experience with a level of energy that has exceeded our expectations. Travis, in particular, has been incredible with our retirement and tax planning – taking the stress out of a complicated transition. He breaks down complex financial concepts into clear, actionable advice and is always quick to respond. Working with him is seamless and, most importantly, stress-free. We could not have a higher recommendation for Totem Wealth Management.
Travis Bell is very attentive and listens to all your concerns and then puts your plan in motion and keeps you updated on everything you need to know! I would highly recommend Totem Wealth, especially to newly married couples, so everyone starts on the same page and understands the over all Journey
I can’t recommend Travis highly enough as a financial planner and advisor. He has an incredible ability to make complex financial topics feel clear, approachable, and actually empowering. From day one, Travis took the time to truly understand my goals, priorities, and concerns—and then built a thoughtful, personalized plan that felt realistic and aligned with my life. What really sets Travis apart is his combination of deep expertise and genuine care. He’s proactive, incredibly responsive, and always one step ahead, whether it’s long-term planning, investment strategy, or navigating big financial decisions. I never feel rushed or talked down to—just supported and confident that my finances are in excellent hands. If you’re looking for someone who is smart, trustworthy, strategic, and genuinely invested in your success, Travis is the person you want on your team. Working with him has been one of the best financial decisions I’ve made.
Salvador and Totem Wealth Management was absolute pleasure to work with. From timely response to an answer to every question I had, I can not speak more highly of Salvador and the work he does. I hope this review and the multiple other Five Star reviews gives him and his company the business he deserves.
I have had the pleasure of working with Sal and I couldn't be more satisfied with the experience. He took the time to understand my financial situation, goals, and concerns and provided tailored advice that was both practical and easy to understand. Sal is the THE BEST!
I can't recommend Totem Wealth Management enough! Clients are in great hands and truly feel valued and taken care of every step of the way!
I've just onboarded with Totem and had such a great experience with personalized attention and recommendations. I look forward to growing my investments with them.
Leave a Review
Your email and phone number are collected for verification purposes only, never published. Your review is published after admin approval.