Skip to content
About Us
The SWA Difference
Meet Our Team
Who We Serve
The SWA Difference
Meet Our Team
Who We Serve
Client Experience
Becoming A Client
Ongoing Relationship
Becoming A Client
Ongoing Relationship
Services
Financial Planning
Investment Management
Implementation
Financial Planning
Investment Management
Implementation
Resources
Insights
Upload Files
Calculators
ADV Brochure
CRS Form
Insights
Upload Files
Calculators
ADV Brochure
CRS Form
Contact Us
Contact Us
Client Login
Client Login
Contact Us
We welcome the opportunity to discuss with you how we might serve your needs.
We welcome the opportunity to discuss with you how we might serve your needs.
Contact Us
David Bruck
2024-08-14T20:49:28+00:00
Saling Wealth Advisors
Saling Wealth Advisors
(502)805-3000
team@salingadvisors.com
9750 Ormsby Station Rd.
Suite 102
Louisville, KY 40223
CONNECT WITH US
Fill out the form below to request a call, send us a message, or ask an advisor to connect with you.
Fill out the form below to request a call, send us a message, or ask an advisor to connect with you.
Name
(Required)
Email
(Required)
Phone
(Required)
What's top of your mind?
(select all that apply)
What's top of your mind? (select all that apply)
Need for overall organization and coordination of financial picture
Experiencing a personal or professional transition
Protection and support for entire family
Appropriately allocated and consolidated investment portfolio
Other
If "Other," please explain
Topics of interest
(select all that apply)
Topics of interest (select all that apply)
Preparing for retirement / executive benefits
Estate planning
Retirement income planning
Investment management
Philanthropy / charitable giving
Other
If "Other," please explain
How did you hear about us?
Friend / Referral
At An Event
Internet Search
Social Media
Sponsorship
Other
If "Other," please explain
Name
This field is for validation purposes and should be left unchanged.
Δ
Page load link
Go to Top