Salinas Legacy Wealth Advisory Firm, founded by U.S. Army veteran and cancer survivor Jonathan Salinas, has surpassed $7 million in managed assets in its first seven months. Emphasizing transparency, fiduciary duty, and personalized planning, the firm earned MDRT Top of the Table recognition for excellence.
— Salinas Legacy Wealth Advisory Firm, founded by U.S. Army veteran and cancer survivor Jonathan Salinas, has surpassed $7 million in managed assets within its first seven months, marking a significant achievement for the locally based financial services company.
Jonathan Salinas, whose personal journey of overcoming stage 4 cancer has inspired his mission to serve others, leads a team committed to helping clients plan for long-term financial well-being. The firm’s core values center on transparency, fiduciary duty, and building lasting relationships with clients and their families.
Salinas Legacy Wealth Advisory Firm provides personalized financial planning services, including risk assessment, wealth management strategies, and legacy planning. The firm operates with a client-first philosophy, offering complimentary consultations to help individuals and families clarify their financial goals.
“Our goal is to empower clients with knowledge and strategies tailored to their unique needs,” says Jonathan Salinas. “We measure success by the strength of the relationships we build and the peace of mind we help our clients achieve.”
The firm has recently received industry recognition, including membership in the MDRT Top of the Table, an honor awarded to top financial professionals worldwide. This milestone underscores Salinas Legacy’s commitment to ethical standards and excellence in client service.
Salinas Legacy Wealth Advisory Firm and its advisors maintain all required licenses and operate in compliance with state and federal financial regulations. All investment strategies are developed with careful consideration of risk and client suitability, in accordance with industry best practices.
For more information or to schedule a complimentary consultation, visit salinaslegacywealth.com or contact Jonathan Salinas directly.
Disclaimer: Financial planning and investment involve risk, including the potential loss of principal. No guarantees of income or principal protection are made. Please consult a licensed professional for personalized advice.
About the company: Salinas Legacy Wealth Advisory Firm, led by Financial Consultant Jonathan Salinas, specializes in guaranteed income, principal protection, and generational wealth strategies for affluent professionals and families. The firm is committed to transparent, client-centered service and upholds the highest fiduciary standards.
Contact Info:
Name: Krystal Park
Email: Send Email
Organization: Salinas Legacy Wealth Advisory Firm
Phone: +1 361-500-2625
Website: http://salinaslegacywealth.com
Release ID: 89172133
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