Colin Case's Contact Details

Colin Case's Company Details

Lewis Salgado Consultants

New York, NY, US • 5 - 9 Employees
Insurance

Delivering Innovative Strategies for Your Needs…Lewis Salgado Consultants is a specialty insurance consulting firm focusing exclusively on the creative application of insurance and wealth retention plans for our clients. Representing high net worth families and executives, to some of the world's most well-known athletes and entertainers, we approach each client on an individual basis to bring innovative solutions to the optimization and transfer of wealth.Many of the nation's largest law firms, accounting firms, business management firms and banks rely on Lewis Salgado Consultants to provide ideas. As one of the nation's preeminent providers of life insurance, professionals from Lewis Salgado Consultants often use sophisticated techniques to reposition assets in order to help the affluent reach their estate goals.We specialize in serving as a resource to various advisors and their high net worth clients, providing impartial advice regarding the use and purchase of life insurance products. With our familiarity with various creative strategies and techniques in the fields of estate, insurance and succession planning, Lewis Salgado Consultants collaborates with our clients' existing advisors to bring advanced ideas to insurance planning. By frequently meeting with advisors to discuss the latest strategies, we are considered a pre-eminent resource for industry-specific, creative solutions to support professionals and their clients. We help our clients develop tax-efficient strategies for building, growing and transferring wealth and protecting capital.