Our Comprehensive Resources for Complex Wealth
A team of professionals supported by Wells Fargo Advisors Financial Network
WHERE WE COME FROM
As part of Wells Fargo Advisors Financial Network, SALT AIR Wealth Management Group has access to extensive resources and broad-based support, which allows us to apply the full strength and scope of our firm toward addressing complex situations.
SALT AIR Wealth Management Group
Everything we do is focused on helping you achieve better outcomes. We:
- Can help you with all of your financial needs, no matter how big or small.
- Keep you informed about what you own, why you own it and what it costs.
- Are extremely responsive, following up quickly and thoroughly.
Wells Fargo Advisors Financial Network
One of the nation's premier financial services firms.
- Represented by nearly 12,000 Financial Advisors in 5,000 U.S. locations.
- Born out of Wells Fargo & Company's 2009 acquisition of Wachovia Corporation.
*As of March 31, 2021, Wells Fargo Advisors Financial Network does not provide legal or tax advice.
MEET THE TEAM
The team at SALT AIR Wealth Management came together with a singular purpose: provide holistic wealth management by establishing deep client relationships while leveraging the specialists at Wells Fargo Advisors Financial Network.
SALT AIR's experts have proficiencies to provide solutions for our clients in the areas like family dynamics, legacy & trusts, philanthropic services, estate services, real estate asset management, business advisory services, business transition planning, and 10b5-1 planning. We also utilize WFA independent investment research and analysis, banking services, alternative investments, and trust officers in order to give our clients a truly comprehensive picture of their financial outlook.
MISSION & BELIEFS
SALT AIR's Mission is to provide a purpose-driven process to keep clients on track, providing guidance and adjustment through uncertainty before ultimately helping clients use money to accomplish what they want!
SALT AIR's belief is that no one adverse market event should derail your overall plan. To keep our client's plans on track, SALT AIR puts a special emphasis on things we can and cannot control. Here's just a few examples of both:
WHAT WE CANNOT CONTROL VS WHAT WE CAN CONTROL
CANNOT
- The market's annual returns
- The volatility of market returns
- The sequence of market returns
- The timing of unexpected cash flows
- The inflation rate
- Tax law changes
- Unexpected life events
- Health changes
- How long you live
- Social Security and Medicare changes
CAN
- Retirement age
- Annual savings
- Retirement income
- Annual vacation fund
- Estate goal
- Portfolio risk
- Charitable donations
- Gifts to children
- Funding education
- Insurance coverage
THE LESSON
SALT AIR's purpose-driven process is driven by an understanding of what we can't control - and a strong focus on what we can. As financial stewards, we provide guidance and adjustment through uncertainty while taking advantage when the right opportunities present themselves.
ACCOLADES
The SALT AIR Wealth Management Group named as one of the Forbes Best-in-State Wealth Management Teams 2025.
Derek DeLoreto, CFP® & David Goldstein, MBA
David Goldstein named as one of the Forbes Best-in-State Wealth Advisors. 2019 - 2024
Derek DeLoreto named as one of the Forbes Best-in-State Wealth Advisors 2018 - 2024
Forbes Best-in-State Wealth Advisors 2024
2023 AdvisorHub Advisors to Watch
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com) 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Source: 2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub). re]. • The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1358 wealth managers were considered for the rating; 700 (51.5% percent of candidates) were named 2023 AdvisorHub Advisors to Watch.