Finance is personal and as such, personality must be taken into consideration. - Chip Petrillo
Finance is personal and as such, personality must be taken into consideration. - Chip Petrillo
Salus Financial Group was created by Chip and Matt Petrillo, a father and son team of financial professionals, who wanted the freedom and flexibility to accommodate and cater to the specific individual needs of the people and institutions with whom they work.
The name “Salus” is the Latin word for safety, well-being, and prosperity. Aside from just a name, Salus represents the benchmark for the pragmatic and efficient way in which Chip and Matt approach investment consultation, advisory and how they service the companies and people they work with.
What makes Salus different is its people and the work we do up front to discover whether or not a prospect is right for us - and us for them. This effort is propelled by our specialized backgrounds in company management and capital markets experience. For the right fit of investor we can bring institutional investment experience to the private wealth client landscape.
At Salus we believe firmly in talking less and listening more. We couple these ideals with honor, integrity, and respect. We strive to communicate these values to clients through our actions to help forge lasting relationships.
Regardless of your situation, our process begins with discovery. The first step is to have an in depth conversation about who you and what you are hoping to accomplish. By doing this and spending the time up front, we find that it becomes much easier to forge a strong relationship that will last the lifetime of your financial and investment needs.
Running a business is tough, but add in the financial strain and it can be downright impossible. Salus can help you with your business’s current and future financial outlooks, specifically 401k plans.
As a fiduciary, we operate in your company’s best interest - always.
Fiduciary services include:
Helping you choose the right plan for your business and your employees.
Salus will work with your plan sponsor to:
*Denotes that amount can be adjusted based on a deemed as needed basis in the case of an economic, market, or corporate action related event
You want to make sure that your employees have the plan that’s right for them and right for your business.
Salus is able to help by providing:
Onboarding your employees to the company’s plan can be tough.
We will take care of the heavy lifting including:
*Denotes that amount can be adjusted based on a deemed as needed basis in the case of an economic, market, or corporate action related event
Once you have the plan for your company and employees, Salus will help you effectively communicate the plan on an ongoing basis.
That means we provide:
It’s important to keep your company and employees up-to-date with all facets of your plan and financial options.
To do that, Salus provides:
*Denotes that amount can be adjusted based on a deemed as needed basis in the case of an economic, market, or corporate action related event
