Press Release

Salient Wealth Management, LLC, CEO Richard Stone Chairs National Conference

Two-Day Meeting in Chicago Brings Together Top Wealth Advisors in U.S.

San Rafael, CA - July 27, 2007 - Richard Stone, CEO/founder of Salient Wealth Management, LLC, will chair a national, two-day conference of wealth advisors to be held in Chicago, July 30-31.

Stone, named by Worth Magazine as one of the Top 100 Wealth Advisors in the U.S., will deliver the opening remarks, chair a panel and summarize the first day of the conference on day two. He will also introduce and facilitate several panel discussions throughout the conference.

“I am quite honored to have been asked to chair this prestigious event,” said Stone, who created his firm in 1983 in Marin County.  “The lineup of speakers and attendees consist of prominent wealth advisors from across the country who manage tens of billions of dollars of investments for their clients.”

The Conference (Optimized Income & Product Solutions for Retirement Investments) will focus on the “Baby Boom” generation coming of age and the need for retirees to have a financial plan that guarantees they won’t outlive their earnings.
“The agenda is comprehensive,” Stone said. “Presenters will discuss a broad range of relevant events and studies.  My particular panel will discuss the ever-changing needs of retirees.  Our clients, primarily senior level executives, face these situations daily and we have extensive experience in successfully structuring and managing retirement portfolios.

“It is an area in which we consider ourselves to be experts,” he said, “and an important topic where I can be helpful to other advisors in the nation.” Stone has been engaged in investments and financial planning in the San Francisco Bay Area for 35 years. At Salient, Richard works closely with clients to develop investment strategies and manage their portfolios on an on-going basis.

He was one of the initial 42 CERTIFIED FINANCIAL PLANNERTM certificants credentialed by the College for Financial Planning in 1973, and has taught every course required for CFP® certification. As a member of the IAFP national Board of Directors, he also wrote the first Code of Ethics for the financial planning industry.

Stone and his firm were recently named third on the list of top wealth managers in the Bay Arsea, published by the San Francisco Business Times. Salient was also included on the national list of top wealth managers in Wealth Manager Magazine.


About Salient Wealth Management
Salient Wealth Management (www.salientwealth.com) is one of the oldest privately-held wealth management firms in the Bay Area. Founded by Richard Stone, a 38-year veteran of the investment business, Stone established the company in Marin County in 1983. Salient currently has more than $450 million in assets under management and serves a clientele of Northern California executives and their families with a minimum of $2 million to invest.