Saling Wealth Advisors was established as a financial advisory firm in 2016 by Jay Saling, Eric Saling and Jason Stuber. The firm was founded upon a desire to offer the ultimate client experience paired with a focused delivery of strategic wealth planning, to handle every aspect of clients' financial lives.
With over 80 years of combined financial industry experience, our team is prepared to serve as strategic partners in our clients' lives. Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. Saling Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
With over 80 years of combined financial industry experience, our team is prepared to serve as strategic partners in our clients' lives. Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. Saling Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Services
Services
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We are advisors. We are teachers. We are partners. We believe that the start of every relationship begins with a deep understanding of what is important to you. We want to know about your family, your beliefs, your passions and ultimately your life goals. Your personal life and financial life are inherently intertwined and our job is to make sure we have a deep understanding of both.
Our Clients
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If you're like us, you're a planner, and you're not content with the status quo. You're striving to make the most of what you have - for the present and the future. Whether you're just starting out, building a business, nearing retirement or focused on efficiently passing down assets to your family, you probably have a clear vision of what you want.
Business Owners
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As a business owner, you've built something you care about - and you want to see it last. We understand. We're well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.
Corporate Executives
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As an executive, you spend your time and energy between the office and home, with little to spare. You know your personal portfolio deserves that same level of dedication and high-level thought. As your partner, our goal is to guide you - confidently - along the most direct path to your financial objectives.
Business Planning
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You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition - whether it be selling all or part of your business or passing it on to an heir - requires substantial work as well.
During this significant emotional and financial event, it's imperative to have someone by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you've tended to for years.You'll also need to factor in how the proceeds will fit into your overall financial and retirement income plan - in the most tax-efficient way possible.
During this significant emotional and financial event, it's imperative to have someone by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you've tended to for years.You'll also need to factor in how the proceeds will fit into your overall financial and retirement income plan - in the most tax-efficient way possible.
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