Your life. Your wealth. Your future.

Pursue what matters most

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Lift mountains

Michael D. Salazar, CRPS

Vice President–Wealth Management

Financial Advisor

Michael recently joined the firm and serves as Vice President-Wealth Management. Michael serves a narrow UBS client base by providing best in class financial services and strategies. These strategies include: financial analysis, investment selection, tax minimization, capital preservation, and growth. He focuses on a process which includes retirement plan solutions for business owners and global institutional asset management for private clients. Michael is United States Naval Veteran and a lifelong resident of the Inland Empire where he currently resides.
 

Personal & Community

  • St. Bernardine Medical Center Foundation Board of Directors
  • Personnel Commissioner, SBCUSD

CA Insurance Lic.# 0C65100

Registered States:
  • AZ
  • CA
  • CO
  • NV
  • OR
  • TN
  • TX

Credentials

  • Chartered Retirement Plans Specialist
  • Retirement Plan Consultant

Financial planning
Retirement planning
Estate planning strategies
401(k) plan services
300 East State Street
Suite 400
Redlands, CA 92373
  • (909) 335-2105

Email Me

compass

A way forward

Advice. Beyond investing.

Advice for business owners and entrepreneurs

Wealth, from your point of view

Multigenerational families

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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