by Salomon & Ludwin | Jan 24, 2023 | News
Kate Atwood, CFP®, CRPC® featured in MoneyGeek’s article, “Older Adults’ Guide to Income Streams and Money Management in Retirement” “Regarding retirement, there is no “one size fits all.” Retirement means something different to each person,...
by Salomon & Ludwin | Nov 2, 2022 | Recognition
Jeremiah Winters named one of Richmond’s Five Star Wealth Managers for 2022 “Daily, I get invited into people’s lives to hear and learn about what they find valuable and meaningful. I get to be a part of helping them achieve these things.” – Jeremiah...
by Salomon & Ludwin | Sep 27, 2022 | Recognition
Dalal Salomon named by AdvisorHub as one of 50 RIAs to Watch in 2022 AdvisorHub has determined that these fifty advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy...
by Salomon & Ludwin | Sep 19, 2022 | Recognition
Dalal Salomon named as a 2022 Top 100 Independent Advisors by Barron’s The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. “We’re in this for the...
by Salomon & Ludwin | Aug 22, 2022 | Recognition
Salomon & Ludwin named “2022 Best Private Wealth Advisor” by the readers of Richmond Magazine Salomon & Ludwin is honored and humbled by the readers of Richmond Magazine for voting us the Best Private Wealth Advisor in Richmond for 2022. “We are grateful for...