Lewis Salgado Consultants Employee Directory

InsuranceNew York, United States2-10 Employees

Lewis Salgado Consultants is a boutique insurance advisory practice based in New York City that emphasizes creative applications of life insurance and wealth-retention planning. Its client base includes high net worth families and executives, as well as well-known athletes and entertainers, with services focused on optimizing wealth transfer. The firm approaches each client individually to develop strategies that align insurance solutions with estate objectives and asset protection. 

It acts as a resource for other professionals, such as law firms, accounting firms, business managers, and banks, by offering impartial guidance on life insurance products and strategies. Operating with a small team, the firm collaborates with clients' existing advisors, staying engaged with the latest estate, insurance, and succession planning developments to support tax-efficient wealth-building, transfer, and capital protection.

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