Salomon & Ludwin

10/26/2026

What do I love about working with clients?

"There are several reasons why I love what I do. I believe that I serve a critical role in serving our clients and their families. Because of the depth of our discussions, planning and oversight, I often know more about our clients and families than most others.

Understanding the things that really matter to each and every client is a significant responsibility and can be emotional, but I believe it is what makes me more effective at serving their needs.

I always want to put myself in each client’s shoes, and the more I know, the better I am."

Dan Ludwin
Founding Partner, President

10/23/2026

At Salomon & Ludwin, we believe financial success begins with a clear plan and a trusted
guide.

Whether you’re building wealth, planning for retirement, or securing your legacy, our team is here to help you navigate every step of the journey.

By ensuring every detail is addressed from the start, we can set the stage for a lasting, impactful
relationship tailored to your unique needs and goals.

Want to learn about our 5-step Roadmap to Partnership? Give us a call at 804-592-4999.

10/21/2026

At Salomon & Ludwin, we are listeners & problem solvers.

We are dedicated to understanding and appreciating the uniqueness of each client.

Your priorities are our focus.

Learn more: https://salomonludwin.com/our-approach/

10/20/2026

Everyone in the workforce needs a financial plan that’s built to absorb unexpected shocks—especially women over 50.

Check out this article for some actionable tips.



Disclosures: https://salomonludwin.com/marketing-disclosures/

Everyone in the workforce needs a financial plan that’s built to absorb unexpected shocks—especially women over 50.

10/19/2026

Investing is not about predicting the future. It’s about preparing for it.

The financial markets are inherently volatile, and emotional reactions to market fluctuations can often lead to poor decision-making.

S&L' patented investment strategy, TriggerPoint™, is designed to remove uncertainty and replace it with confidence.

Learn more: https://salomonludwin.com/our-approach/

10/16/2026

At Salomon & Ludwin, we believe the people managing your wealth should be held to the highest standard in the industry.

That's why we're proud to have John Harper, CFA® serving as our Director of Investment Strategy. The Chartered Financial Analyst designation is one of the most rigorous credentials in finance, requiring thousands of hours of study, a demonstrated mastery of investment analysis, portfolio management, and ethical standards, and a commitment to ongoing education.

Learn more about John: https://salomonludwin.com/about/team/ -harper-bio



Disclosures: Professional designations and certifications are indicators of education and expertise, not guarantees of investment success or outcome.

10/14/2026

Trust is built by sharing.

Here's a little of our story.

Dalal Salomon and Dan Ludwin recognized that by combining their varied personalities and financial services knowledge that they could deliver even more informed, diversified advice to clients. Their mutual ethics, trust, respect and love of family are what sealed the deal!

Get to know us: https://salomonludwin.com/about/

10/12/2026

Today we recognize both Columbus Day and Indigenous Peoples Day.

We honor the spirit of exploration and the courage it takes to chart a new course. And we honor, with equal respect, the rich history, resilience, and enduring contributions of the Native American peoples who called this land home long before any voyage began.

Two observances. One shared reminder that history is complex, and that every story deserves to be told with honesty and care.

10/09/2026

My favorite part of the job?

"One of my favorite parts of my job is collaborating with a team to continuously improve both the business and client experience. I enjoy turning ideas into action and helping develop thoughtful solutions that make a team stronger to better serve the people who trust us."

Sara Gochenour, Esq.
Chief Operating Officer

10/07/2026

The fourth quarter is here, and for many investors, that means one thing: Required Minimum Distributions.

If you are 73 or older, the IRS requires that you withdraw a minimum amount from your retirement accounts each year, and the December 31 deadline comes faster than it seems. Taking your RMD strategically, not just on time, can make a meaningful difference in your tax picture.

Not sure where to start? That is exactly what our team is here for. Reach out and let's make sure your year-end plan is working as hard as you are.



Disclosures: https://salomonludwin.com/marketing-disclosures/