Performance Wealth by The Salvino Wealth Management Team

A Pure Wealth Management Firm

We have only one business—managing and growing our clients’ wealth. Our advanced skills and expertise allow us to create detailed financial plans and investment portfolios in-house, drawing on the best research tools available. As wealth management has evolved, we have leveraged advances in technology to further improve client portfolios and outcomes. We believe in transparency: Our clients always know exactly what they own, what they are paying, and who is doing the work.

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Your Interests Always Come First

As fee-based fiduciary wealth managers with integrity, our interests are aligned with our clients. Our numerous industry awards speak to our Core Values and Commitment to Excellence. Your success drives our success. Our Wealth Management Team makes investments in alignment with our core values which include respect for all, being environmentally, and socially responsible.

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Results Matter

We are holistic financial planners and wealth managers. Our investment decisions are based on thorough research, hard data, and thoughtful analytics because math has no opinion and results matter. We are focused on Innovation and Disruptive Technology changing entire industries and creating new ones.

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Committed to Excellence in portfolio management, client service, and communication so you can have peace of mind.

At Performance Wealth by The Salvino Wealth Management Team, we are passionate about competing and winning for our clients.

1

We are
independent

We are an independent, Registered Investment Advisor fiduciary that is privately-owned. We are free of the inherent conflicts of interest of being owned by a bank or brokerage firm responsible to public shareholders for producing quarterly results.

2

WE HAVE DECADES OF EXPERIENCE

Our team has the knowledge and credentials to create thoughtful and innovative financial plans while constructing and managing our clients’ investment portfolios in-house, drawing on the best research the industry has to offer.

3

WE DO OUR OWN RESEARCH

We use a research process developed in-house by John Salvino, who received his MBA from University of Chicago where he currently is the Chairman of the University of Chicago’s Chicago Booth Alumni Finance Roundtable.

4

we are
fiduciaries

We customize portfolios to match each client’s comprehensive financial situation. Our Wealth Team has a constant eye on the markets because we do thorough research for your money and our own money. Having skin in the game matters.

5

we are Investing in alignment with our Core Values

Respect for people, society and the planet drive our investment approach, which is in alignment with ethical, environmentally, and socially responsible standards. We look to enrich our clients lives not only through our investing acumen, but through a collaborative process that creates memorable experiences.

1

We are
independent

We are an independent, Registered Investment Advisor fiduciary that is privately-owned. We are free of the inherent conflicts of interest of being owned by a bank or brokerage firm responsible to public shareholders for producing quarterly results.

2

WE HAVE DECADES OF EXPERIENCE

Our team has the knowledge and credentials to create thoughtful and innovative financial plans while constructing and managing our clients’ investment portfolios in-house, drawing on the best research the industry has to offer.

3

WE DO OUR OWN RESEARCH

We use a research process developed in-house by John Salvino, who received his MBA from University of Chicago where he currently is the Chairman of the University of Chicago’s Chicago Booth Alumni Finance Roundtable.

4

we are
fiduciaries

We customize portfolios to match each client’s comprehensive financial situation. Our Wealth Team has a constant eye on the markets because we do thorough research for your money and our own money. Having skin in the game matters.

5

we are Investing in alignment with our Core Values

Respect for people, society and the planet drive our investment approach, which is in alignment with ethical, environmentally, and socially responsible standards. We look to enrich our clients lives not only through our investing acumen, but through a collaborative process that creates memorable experiences.

The Evolution of Wealth Management. We provide collaborative solutions and investment portfolios based on our research process that gives our clients peace of mind.

our services

Three generations with a sterling reputation, extensive education and credentials, and more than 100 years of providing outstanding results and an exceptional client experience.

our team

Our only interest is what’s best for our clients. We invest in alignment with our Core Values. We don’t sell or produce financial products. We create solutions.

our philosophy