Founder's Club members receive personalized guidance on how private investments can strengthen and diversify their portfolios, providing an edge beyond traditional stocks and bonds.
Sal is an independent financial advisor and founding member of BlueLake Wealth Advisors, serving individuals, families, and business owners with a client-first approach. He takes time to understand each client's goals, risk tolerance, and stage of life, then builds clear, tailored investment strategies to help them grow wealth, protect assets, and plan for retirement, college, and estate needs.
As a Series 7 and Series 66 licensed fiduciary, Sal emphasizes tax-efficient strategies to enhance after-tax returns and leverages industry-leading tools and strategic relationships to deliver boutique-level guidance. Based in Burr Ridge, IL, he provides straightforward advice and a high level of care for clients seeking trust, clarity, and long-term results.
Member Offer
Founders Shooting Club members receive a free financial planning consultation with an independent financial advisor who is a Series 7 and Series 66 licensed fiduciary. Services include access to the Panoramic Wealth Management platform, individual wealth management, business owner and company retirement plans, tax‑efficient investment strategies, and life insurance as well as variable and fixed annuities.
