THE Salvetti Group
SEC RegisteredA certification of skill – a commitment to serve
About the firm
The Salvetti Group focuses on financial planning and wealth management, taking the time to truly get to know clients and their goals. They offer concierge-level client experience with tailored guidance and sophisticated, well-crafted plans. Their team includes CFP® and CRPC® credentialed professionals committed to the highest ethical and professional standards.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and financial planning, including tailored guidance, personalized recommendations, and concierge-level client experience to help clients manage their financial affairs and pursue their financial goals.
Who they serve
Business owners and entrepreneurs, corporate executives, families and individuals, pre-retirees, and retirees.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of July 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Salvetti Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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