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
I highly recommend Sal as a financial advisor. As a business owner with multiple streams of income, managing my finances can be complex. Sal is incredibly responsive and always available to answer any questions or concerns I have. It’s clear that he genuinely cares about my financial well-being and goes above and beyond to provide personalized advice and support. His dedication and commitment to his clients set him apart, making him an invaluable asset to anyone looking for a trustworthy and caring financial advisor. When it comes to financial planning, advice, & wealth management, Sal is the advisor you want in your corner.
Extremely thankful to be able to work with such an amazing company. I’ve never felt so confident in my finances and future goals before and it’s all thanks to Totem Wealth Management. Sal truly cares about his clients and manages to develop the perfect financial path for you. I trust his process, skills and financial advice. Thank you for all the work you do. Anybody looking for financial guidance needs to join the Totem Team ASAP!!!
Sal is an exceptional financial advisor with extensive knowledge, expertise, advice and management skills. He truly cares about his clients and their prosperous futures, it’s like he treats each of us like it’s his own financing and future he’s handling. Every decision he makes, there’s a reason for it in and will explain to you why. He’s very down to earth, understanding and professional in all aspects. I highly recommend the Totem management team for any of your financial advisor needs.
I’ve had a great experience working with Travis and Sal at Totem Wealth Management. Travis is my advisor, and he has been incredibly helpful in guiding me through investing and managing my money with. He explains things in a way that’s easy to understand, and this has made a big difference in how comfortable I feel making financial decisions. What really stands out is how quickly he responds. Any time I’ve had a question or needed advice, he’s been right there to help. It’s clear that Travis and Sal genuinely care about their clients and treat everyone like a part of the family. I really recommend Totem Wealth Management to anyone looking for knowledgeable and trustworthy financial advisors. You won’t regret it!
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