About Us

Trust is built by sharing.
Here’s our story.

How It All Started

Dalal Salomon and Dan Ludwin recognized that by combining their varied personalities and financial services knowledge that they could deliver even more informed, diversified advice to clients. Their mutual ethics, trust, respect and love of family are what sealed the deal!

Over the years, they have selectively added teammates who complement and challenge them, and each other. The result, a cohesive team of dedicated, well-trained problem solvers.

Evolving Team Roles

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Words We Live By

Commitment
We’re in this for the long-haul! We are committed to helping families achieve present day milestones, and throughout generational money transfer. We’ve been doing it for over 30 years.

Honesty
We will always tell you what we know, as soon as we know it. While delivering good news is fun, we are not afraid to have tough conversations, too.

Respect
You worked hard and made sacrifices to create and build your wealth. We will treat any advice given to you with the respect that your journey deserves.

Curiosity
The world and markets evolve and change, so must we! Our team embraces the concept that to succeed, we need to proactively learn, grow, and adapt. We are forward-thinkers who gain from our past experiences.

Trust
We set out to earn the trust of our clients through doing what we say, and always having your best interest as the #1 priority.

Gratitude
We are grateful for every aspect of our relationship with clients. Sure – celebrating retirement and wedding days are fun. But we feel equally privileged to be able to offer guidance during some of your most challenging times.

We’re Personally Invested in Our Community

Everyone at Salomon & Ludwin is committed to community. We are fortunate to be able to make financial donations to local charities and centers for the arts, but we really enjoy jumping in and volunteering, especially as a team! We’ve built houses, farmed, tutored and mentored, as well as served on non-profit Boards.

Over the last few years, we’ve been lucky enough to help nearly 30 different community partners and hundreds of people! Advocating for causes we, and our clients, are personally passionate about, will always be an important part of who we are.