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George Salter, CFP(R) & James E. Salter
George Salter, CFP® & James E. Salter
at Morgan Stanley Smith Barney
Corporate Client Group
2175 North California Boulevard
Suite 500
Walnut Creek, CA 94596
tel: 925-930-3849
toll free: 800-826-9950
fax: 925-256-9154
l - r: George Salter, James E. Salter
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Welcome Meet Our Group Services
Welcome

As your Financial Advisors, we will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, we will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. We look forward to serving your long-term investment needs. Please feel free to call us at any time.
Services
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Business Succession Planning
  • Professional Portfolio Management
  • Wealth Management
  • Education Planning
  • Exchange Traded Funds
  • Structured Products
  • Institutional Services
  • Investment Policy Statements
  • Corporate Retirement Plans
  • 401k Rollovers
  • Defined Contribution Plans
  • Insurance Services
  • Asset Management
  • Financial Planning
  • Philanthropic Services
  • 529 Plans
  • Business Planning
  • Lending Services
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  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
  • Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

2009 Annual Financial Planning Limits (pdf)

Thematic Investing: Climatic Consequences Update #4 (pdf)
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