David Salach
My Mission Statement
My Story and Services
NMLS#: 2038960
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Our Strengths
At the Plaza Group, we come to work every day focused on making a real difference in the lives of our clients and the people they care about. The following attributes underscore our commitment to an exceptional client experience.
We commit to building deep and caring relationships. We do this by working with a select group of clients who value our depth of knowledge in providing comprehensive solutions that go well beyond investments. The bonds we form are fundamental to our mission and it is our goal that they span generations.
We take the time to get to know you personally, so we may truly understand the challenges and circumstances surrounding you and your family. This enables us to create a plan that is customized to your situation and can easily adapt to changes in your life and new priorities as they change over time.
With significant experience working in different roles and industries before turning our talents to financial services, we believe the diversity of our backgrounds enables us to deliver fresh ideas for today's complex world We leverage our business acumen and analytical skills to identify appropriate strategies for your specific circumstances. Our priority is to be your first call for any financial matter no matter how simple or complex the situation.
We have a concentration of education and experience that is rare in one group of advisors. Our industry credentials include Certified Investment Management Analyst and Certified Wealth Strategist® (Teri Salach) and Certified Financial Planner TM® (Sheila Davis ). And with nearly 50 years of collective financial services experience, we believe we have gained the wisdom and skills needed to tackle the challenges of managing everything that life throws at you.
What sets us apart from other advisory teams is our astute puzzle-solving skills coupled with an impassioned willingness to roll up our sleeves and identify innovative strategies that are designed to help meet - and often exceed - your objectives and expectations. We believe the more uniquely successful you are, the more valuable we are to you, and the more rewarding your overall experience will be.
We are grateful to work with an exceptional group of clients. We take pride in guiding them in the management of their finances so they can pursue their life goals. For the work we do, we have been honored to receive both firm and industry recognition. Teri Salach was named to the Forbes Top Women Wealth Advisors in 2019, 2020 and 2021. Sheila Davis has been a Five Star Wealth Manager recipient every year since 2017 and was named to Morgan Stanley's Pacesetter Club in 2013, 2015 and 2016.
2019-2021 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com (Awarded 2019-2021). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
2017-2021 Five Star Wealth Manager Award Source: fivestarprofessional.com (Awarded 2017-2021) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Insights and Information
We are proud to work at Morgan Stanley, a global leader in financial services with a long history of putting the needs of clients first. Like us, our firm focuses on making complex financial ideas more digestible, so you can fully understand the "why" behind each recommendation we make. The articles and links below provide in-depth analysis on interesting topics that may have an impact on your wealth not only now, but in the years ahead.
Morgan Stanley Research expects slowing global growth as central banks walk a fine line between inflation and recession.
In a world that is now more virtual than ever, staying safe online is nothing short of paramount Take advantage of these helpful hints on how to tell if you've been hacked.
When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device. You'll also have access to a wide range of digital tools through this online platform.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
With perspectives on the forces shaping the market, Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
If you are like many of our clients, you seek meaningful ways to create positive change through the contributions you make to important causes and organizations. You can also carry forward this mission through the investments you make. Often referred to as "Impact Investing," this discipline focuses on aligning your financial goals which are driven by economic fundamentals - with impact goals - which are driven by personal values and mission.
The returns on a portfolio consisting primarily of Environmental, Social and Governance ("ESG") aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
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Awards Disclosures | Morgan Stanley
