An elevated advisory experience for your personalized needs

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.

Caitlyn Salloum, CFP^®, AAMS^®

Wealth Advisor, RJFS Founder & President, Key Wealth Management

Aspen West, CFP^®

Wealth Advisor

Sydney Falco

Head of Client Operations

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Women Investors

Understanding the challenges women face and how to help.

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Business Owners

Unique solutions for business owners and entrepreneurs.

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Corporate Executives

Helping you manage your financial success

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Healthcare Professionals

Helping physicians address their unique needs

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Sudden Wealth

Confidently manage your new assets with the guidance of our exper...

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If you don’t like the road you’re walking, start paving another one.

Dolly Parton