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Experience

Salvatore Veltri is a partner with Plante Moran Financial Advisors, serving clients in the firm's Chicagoland practice.  He has over 30 years of experience in public accounting, investment consulting, personal tax planning, estate planning, retirement planning, and wealth management.

Sal has deep knowledge of investment strategies including the development of investment policies with extensive expertise dealing with members of closely held corporations regarding estate, tax and succession planning. He specializes in providing objective, comprehensive, creative, and result-driven solutions to successful individuals and families.

He has a Bachelor’s degree in Accounting from DePaul University and is a 5 Year Five Star Wealth Manager Award Winner for 2012, 2013, 2014, 2016, and 2017.

 

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Additional Thoughts

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