Today’s Take 5 highlights the comprehensive process we follow at Saling Wealth Advisors when welcoming new clients. Our growth is driven by you, our valued client families. Your introductions to friends and family are invaluable, and we are deeply grateful for your trust and support.

Over the years, we have developed a meticulous onboarding process for new client families, ensuring every step is intentional and thorough before any official engagement. We aim for relationships that span decades, making it essential to take the initial steps to assess how we can best support you and your family for the long term.

Simply put, we want to ensure a clear and transparent process whenever we are introduced to new clients.

This material is not financial advice or an offer to sell any product and is not a recommendation to buy or sell any particular security. The opinions expressed are those of the Saling Wealth Advisors’ Management Investment Team. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Past performance is not indicative of future results. All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met.

Saling Wealth Advisors (“SWA”) is an independent SEC registered investment advisor. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that SWA or any person associated with SWA has achieved a certain level of skill or training. This material is provided for informational and educational purposes only. More information about SWA including our advisory services, fees, and objectives can be found in our Form ADV Part 2A and/or Form CRS, both of which are available upon request.