Salvus Wealth Management was established in 2014 when Charles T. Woolston, CPA, MST partnered with long-time investment advisor, Robert W. Joel, CFP, to create a wealth management firm to serve their clients. Prior to establishing the firm, Chuck and Bob had worked together for over 15 years advising their mutual clients in various aspects of wealth management.
At Salvus, we seek to be your trusted advisor and first call firm for all of your financial needs. Our goal is to provide world class investment advisory services that go beyond traditional financial advising to you and your family to help meet your wealth management needs. From sourcing outstanding boutique money managers to providing financial, estate and tax planning, we serve as your fiduciary, placing your best interests at the forefront. We will partner with you to construct a portfolio with the goal of providing the best opportunities for growth, while focusing on our golden rule, preservation of your capital.
Please note our affiliate office at:
25 North Market Street
Suite 223
Jacksonville, FL 32202
