Salton, Shaw & Associates
We are a Financial Advisory Practice serving families and small businesses. Our Team builds and maintains long-term professional relationships, and provides multi-generational support and guidance to a limited number of clients.
Whether you are planning for future college costs, saving for or living in retirement, or need guidance on other financial matters, we will take the time to listen and understand what is important to you. Together we will build an investment strategy and financial plan that is tailored to your specific goals.
When you call us we personally answer the phone. We respond promptly to emails and encourage frequent communication. You have direct access to each member of our Team every day. We invite you to contact us to discuss your questions, and find out how we might help you simplify and manage your financial life.
Every member of our Team strives to deliver personalized, exceptional service every day, guided by the principles of our Practice:
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We treat you as we would want our own family and friends to be treated.
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We will help you stay organized and disciplined with your financial management, focusing on short term actions while maintaining a long-term perspective.
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We work to be the Trusted Resource for your family. We want to help you with any and all significant financial decisions.
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Timely response times. We believe if you are contacting us it is important. Phone calls are answered by the third ring whenever possible. If your call goes to voicemail it means we are truly not available. We reply to emails and voicemails within 24 hours, and will either satisfy your request or establish a delivery date.
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We strive to be your family's sole Wealth Management Advisor. If you choose to work with other investment professionals in addition to our Team we want to be your primary Advisor.
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We will work with your Tax Advisors and Attorneys as requested and needed, but always ask for your authorization to do so.
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We work to expand our Practice methodically, first by expanding the breadth and depth of our relationship and services with you and your family, and second by selectively adding new clients.
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Fair, competitive, and clear pricing and fees. With regard to investment costs we are cost conscious but not cost driven.
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We work efficiently and effectively, using Merrill tools, research, investment portfolios, and services that are appropriate for you.
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When we make mistakes, and sometimes we do, we admit it and work hard to fix them quickly and with minimal impact on you.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
