Salvino Capital Management, LLC

Salvino Capital Management, LLC provides comprehensive wealth management, portfolio management, and financial planning services to individuals, families, trusts, estates, business owners, and small businesses. Salvino Capital Management offers both discretionary and non-discretionary portfolio management, covering asset allocation, security and fund selection, monitoring, and rebalancing. In addition to managing investments, Salvino Capital Management provides guidance on retirement, cash-flow, education, tax-aware strategies, risk management, and long-term wealth planning. Clients can also receive insurance planning analysis, with optional implementation available through Caden Salvino in a separate licensed insurance capacity. The firm tailors all services to each client's specific goals, time horizon, liquidity needs, and tax situation, operating primarily through digital custodians like Altruist.