Grow your wealth, grow your life
Give Your Wealth the Freedom It Deserves.
When your money gets independent guidance, freedom can follow.
No product quotas. No hidden motives. No corporate pressure. Just strategies built for your success, not someone's sales target.
Instead of sponsoring golf tournaments, I prefer to focus on making you feel as special as your wealth itself.
Hi! I'm Rick Salmeron.
Here's the truth about building wealth - it's a two-piece puzzle that most people only solve halfway. First piece? Creating income. That's your expertise. You've mastered being the rainmaker, the deal closer, the revenue generator. That's the fuel.
But then comes piece two: transforming that income into lasting wealth. And this is where things get interesting – or expensive, depending on how you look at it.
That's where I come in. Instead of you pressing pause on your life to become an investment expert, I handle piece two. You keep being brilliant at what you do best – generating that high-powered income – and I'll help craft a path that matches your vision for the future.
Approach
The Upgrade Your Wealth Has Been Waiting For. Here, You Can Find:
✅
That Independent Edge
independence means your interests are the only interests
Your money should serve your goals, not somebody's sales targets
Your wealth deserves better than commission-clouded judgment
✅
High-Touch Attention
Stop fighting chatbots and voice recognition systems to access your money
Here, humans answer...not recorded messages
Experience communication like it's from a real person (because it is)
✅
Simplicity
Simple strategies can leave more time for living
No financial jargon gymnastics, no unnecessary mumbo-jumbo
Straightforward now can mean less headaches later
✅
Authenticity
No lighthouse photos (I checked, they don't actually help your money grow)
No corporate buzzwords that sound important but mean nothing
Clear unfiltered insights that can make you think 'Now that makes sense.'
✅
Transparency
Because true independence means nothing to hide
Trust starts with total transparency
Surprises are for birthdays, not your money
✅
Speed
Real service means being there when needed
Your money matters deserve more than 'next available representative'
Your wealth doesn't pause for office hours, nor do I
Services
How Your Money Could Reach A New Level
Wealth management. Because your money should be working while you're living life.
Find your blind spots. Because what you don't know can cost you.
Optimize your tax situation. Every dollar saved is another dollar you can keep.
Future-ready your money. Fortune favors the prepared.
A-List Encounters
Contact us
By submitting this form, you may receive timely, valuable resources from our firm. You can opt out of these marketing communications anytime though the unsubscribe link.
FAQ
Questions Worth Asking
-
Since you invest your clients' money, what's your track record?Well, we manage over 100+ unique portfolios, each one crafted for our clients' whims, goals, and moods. So, yeah, we have 100+ "track records." Can I rattle them off for you? Absolutely not. But our clients get that their portfolios are as unique as they are. And they also get that the real key to the long-term accumulation isn't some magical investment pick—it's their own behavior while the market does its usual rollercoaster routine.
-
I already have an investment advisor, so why should I work with you?This is great news! The most successful people know better than to go it alone. Fun fact: the average wealthy individual has multiple advisors, just like world champion athletes have several coaches. How do the wealthy get wealthier? They diversify—not just their assets, but their advisors too. Imagine bouncing your advisor's ideas off us and getting our objective opinion. And when we share ideas, you can run them by your other advisor! This is how the wealthy stay ahead: a dream team of multiple highly qualified experts working for you. No single advisor has all the answers, and you deserve as many options as possible.
-
I already have a CPA. Why would I need you?Fantastic! Having a CPA is great. Many of our clients have a CPA as well (even I have one!). CPAs excel at what they do best: focusing on your past financials to ensure you pay the least amount of taxes. But let's be real, their job isn't to create wealth; it's to look back at what's been earned and keep you current on your tax bill. Yet CPAs aren't in the business of making you money. Their primary purpose is to save you on taxes (and some clients find their CPAs don't even do that well). My job? To grow your wealth and help you make smarter financial decisions. Put those two roles together, and you've got a powerhouse team! That's called teamwork. Just imagine what your net worth could be with that combination.
-
Can you show me some of the results from your clients?Unfortunately, not. That's a big no-no! Regulators frown upon such things. As do we! Client privacy is very very important to us and we never share confidential information.
-
How much do you charge?Want to know if your advisor is motivated to grow your wealth? Check how they get paid. In my case, I charge an annual fee based on what I manage – meaning your success is literally my success. Rather handle the investments yourself? Perfect. I offer flat-fee options for either one-time or ongoing guidance too. More about fees – openly and honestly. While I don't publish a one-size-fits-all rate (because no two situations are exactly alike), I'm happy to discuss specific numbers during a complimentary consultation. What I can tell you is this: I keep my overhead intentionally lean. While the giants are busy spending their fees (your money) on golf tournament sponsorships and marble lobbies, I focus on something else – keeping costs down so I can deliver more value to you. Simple as that. Want to know exactly what it would look like for your situation? Let's talk. No mystery, no runaround – just straight numbers for your specific case. Either way, I want both sides to win.
-
Do you have a minimum investment amount?Let's talk minimums. I have two: Financial: Yes, there is one and no, it's not posted here. It tends to increase as my practice grows, and I'd rather spend time serving clients than updating websites. (Just ask however – I'm happy to share the current number.) Attitude: This one's non-negotiable. I partner exclusively with optimists who appreciate long-term relationships. Because trying to build lasting wealth with a pessimistic outlook is like trying to reach the summit while focused on every way you might fall. Life's too short, and wealth's too important, for anything less than positive partnerships.