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About Totem
Wealth Management

Founded on a commitment to serve our clients to the fullest we provide comprehensive financial services to help you effectively manage and grow your wealth to best reach your goals. Life changes on the fly and your financial plan should account for those different possibilities.

Work with our team of professionals to create a personalized financial plan that caters to your life needs, both current and future.

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With a bespoke approach, we strive to create a welcoming and supportive environment where you feel at home. We work to foster trust and open communication in discussing your financial needs.

Sal Perez

Founder and CEO Totem Wealth Management

Your Long Term Plan Starts Today

We provide comprehensive financial services to help you effectively manage and grow your wealth. Get started today to receive personalized advice and guidance tailored to your individual goals and circumstances.

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Meet The Founder

Salvador Perez

Sal, founder of Totem Wealth Management, graduated from Winthrop University’s Financial Planning Program in 2018 with a Bachelor’s degree in Finance. Sal also attended Shattuck-St. Mary’ School of Excellence Boarding School in Faribault, MN, from 2012-2014 for soccer. Playing soccer his whole life Sal had a successful career both at the youth/collegiate level but also a short stint abroad. Sal received his Certified Financial Planner designation in 2021.

Sal started his career at The Vanguard Group in their Retail Inheritance Services where he was entrusted with transferring assets to beneficiaries from deceased loved ones. After receiving his FINRA Series 7 and Series 63, Sal was also selected to proctor over fifty Vanguard crew to receive their Series 7 and 63, with a 94% pass-rate. After a short time in that role, Sal was promoted to Team Leader on the Brokerage Desk of the Investments Department where he oversaw a team to execute trades for valued clients. During his time at Vanguard Sal learned an appreciation for client relationships and the importance of trust as it pertains to your clients, which he continues to bring with him to this day.

After a successful career at Vanguard, Sal became a partner of a small-Registered Investment Advisory out of Indianapolis while expanding the business out in Charlotte, North Carolina where he currently resides. It was here Sal crafted his own views for what a successful RIA should be; at which point Totem Wealth Management was born.

Sal has extensive experience in both creating financial plans, creating achievable goals, and managing the investments within the accounts his clients entrusts him with. It is with his forward-looking approach he has been able to successfully manage the volatility of markets while serving his clients to his fullest ability.

Individuals certified by CFP® Board have taken the step to demonstrate their professionalism by voluntarily submitting to the CFP® certification process that includes thorough education, examination, experience and ethical requirements. The CFP® is issued by the Certified Financial Planner Board of Standards, Inc. Prerequisites require a designee to hold a Bachelor’s degree (or higher) from an accredited college or university as well as three years of full-time personal financial planning experience. In addition, candidates must complete a CFP-board registered program (or hold an accepted designation, degree or license) and take the CFP Certification examination. To maintain certification, the designee is required to complete 30 hours of continuing education every two years and continue to agree to be bound by the Standards of Professional Conduct.

 
 
 

Get In Touch

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Let’s create a personalized financial plan

Don't wait any longer to secure your financial future. Reach out to Totem Wealth Management today and take the crucial step towards creating a robust wealth-building plan that will serve you for years to come.

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