About Salt Creek Wealth Management
Reviews for Salt Creek Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Salt Creek Wealth Management is a firm dedicated to understanding and meeting the individual financial needs of its clients. They emphasize building personalized investment strategies based on a client's specific goals and values. Their approach is described as "out of the box," challenging conventional wisdom in pursuit of optimal results. Clients praise the firm's commitment to knowledge, reliability, and personalized attention. Clients have expressed satisfaction with the firm's ability to help them achieve their financial goals, from managing debt and saving for college to planning for retirement. They highlight the firm's expertise in areas such as Long Term Care programs and tax advice. Salt Creek Wealth Management is recommended by clients who value its personalized service, strong track record, and dedication to helping clients navigate complex financial matters.
Beth is the best. I’ve had numerous financial planners in the past four decades. Beth has repeatedly proven herself to be knowledgeable, reliable, personable, and an all around good person. I highly recommend her for any financial situations such as: Long Term Care programs, tax advice, and all forms of investment advice and services.
I switched my accounts over to Salt Creek about 6 years ago after being with a bigger money management company. The difference is incredible- not only am I seeing higher returns, but Beth is so knowledgeable and always has ideas to move things around to increase my investments while staying true to my core values. I love that Beth and I put my money where my heart is- Beth really takes the time to understand her clients and goes to great lengths to create a personalized investment path. I've recommended Beth to over 10 of my friends and am happy to recommend her to you!
I have known Beth since the time I was a young single woman, thru marriage, my children and all the phases in between. We are on well into college savings and retirement planning. I’m so glad I got started with her. She makes it easy and fun. She’s helped me get started when I had a small budget to invest to now having multiple portfolios of layers of finances. I trust her and feel comforted by her advice.