News & Insights

Top 10 Investing Lessons Learned In Our 100 Years

February 01, 2021

The E-book “Top 10 Investing Lessons Learned in Our 100 Years” is uniquely written by 3 Generations of The Salvino Wealth Management Team.

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Financial Planning

$2.2B ex-William Blair team opens RIA

January 29, 2021

Why does a $2.2 billion advisor team leave its brokerage after some three decades?

Tom Salvino says the reason came into focus after 10 prospective clients in the last two years said the same thing: They only wanted to work with a pure fiduciary.

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Wealthmanagement.com

$2.2B Team Departs William Blair to Go Independent

January 20, 2021

The Salvino family has launched Performance Wealth, a registered investment advisor with @2.2 billion in client assets

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CityWire

$2.2bn team exits William Blair to set up RIA

January 20, 2021

Performance Wealth will include advisors from three generations of a single family.

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Financial Advisor

Salvino Family Launches $2.2B Namesake RIA

January 20, 2021

Salvino Wealth Management, a family-owned practice formerly with William Blair, has launched Performance Wealth, an independent registered investment advisor in the Chicago area with $2.2 billion book of business, the company announced in a news release.

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Barron’s

$2.2 Billion William Blair Team Launches Independent Wealth Management Firm

January 19, 2021

A nine-person advisory team managing $2.2 billion in client assets has left William Blair & Company to go indie.

The team has established Performance Wealth, a registered investment advisor with offices in the Chicago suburb of Hinsdale, Ill., Naples, Fla., and San Diego.

The firm performs all financial planning, investment selection, and...

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PR Newswire

The Salvino Wealth Management Team With $2.2 Billion in Assets Launches Performance Wealth

January 19, 2021

Three generations of advisors lead wealth management firm with data-driven approach

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Investment News

William Blair team managing $2.2 billion forms RIA

January 19, 2021

Salvino Wealth Management team in Hinsdale, Illinois, becomes Performance Wealth

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