What Matters to You?

Family. Health. Financial Security.

OUR MISSION

To go to sleep each night knowing that we have done our best as a team to help clients reach goals and realize dreams they’ve entrusted with us. It’s that simple.

Get to Know Us.

We value long-term relationships more than
short-term success.

How We Help.

We don’t delegate managing your money to people you don’t know.

Are We the Right Fit?

You deserve a personalized investment strategy that creates confidence.

Small Clientele. Big Impact.

We deliberately work with a limited number of clients, so that we can remain available, responsive and focused.

Client Resources

Meet Our Team
How are we Personally Invested?
We’re glad you asked.
Dalal Salomon

CEO and Founding Partner

Dan Ludwin

President, Founding Partner

Jeremiah Winters, CPWA®, RICP®

Senior Advisor, Partner

David Staples, CFP®

Senior Advisor, Partner

Kate Atwood, CFP®, CRPC®

Senior Advisor, Partner

John M. Harper, CFA®

Director of Investment Strategy

Jen Thompson

Director of Client Relations

Abbey Sorensen

Senior Client Relationship Associate

Ashleigh Hensle

Senior Client Relationship Associate

News & Recognition

Get In Touch

1 + 3 =

1401 Gaskins Rd.
Richmond, Virginia 23238
(804) 592-4999
info@salomonludwin.com