Saling Simms Associates Employee Directory

Investment ManagementOhio, United States2-10 Employees

Saling Simms Associates is an independent Registered Investment Advisor located in Columbus Ohio. We operate in the area of wealth management and serve Businesses, Associations, Select Individuals and our clients' other Professional Advisors.

Operating in a Team fashion both internally and in conjunction with our clients' other advisors we seek to bring the highest level of advice to our clients through the philosophy that Everythingconnectstoeverything. 

Specializing in first Generation, generational wealth we know that 70% of family wealth has typically dissipated by the second generation and 90% by the third. We strive to help our clients be among the remaining 10%. 

Business owners and corporations that are looking to attract and retain the best employees or looking for a sound exit strategy are helped by our professional benefit plan design and key person planning. 

Associations benefit from a myriad of services including, asset management, planned giving programs, board education, multiple employer plans, and featured speaker presentations. 
Steward Partners Global Advisory is an employee-owned, full service partnership, catering to family, institutional and multigenerational investors. Our Financial Advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.
Security services are offered through Steward Partners Investment Solutions, LLC(SPIS). registered broker/dealer, Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.

For Important information, please see "disclosures" page on our website htp://www.stewardpartners

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