Kyros Wealth Management

Welcome to our financial planning and investment management firm, where we are dedicated to helping minority physicians and business owners reduce taxes, invest smarter, and optimize their income. Led by Certified Financial Planner Carlos Salmon, our team is committed to providing personalized financial planning services that align with your values, passions, and priorities.

Our Focus

At our firm, we believe in building relationships founded on trust, transparency, and a deep understanding of our clients' unique financial challenges. Our fee transparency ensures that you know exactly what you're paying for, while our commitment to acting as a fiduciary means that we always put your financial interests first.

Carlos Salmon, a seasoned investment manager and Certified Financial Planner, leads our team in providing comprehensive financial planning services, tailored to your needs. Our services include business financial services, investment management, tax strategies and planning, retirement planning, managing equity compensation, estate and legacy planning, risk management, and asset protection.

Who We Serve

While our firm offers financial services to a diverse range of clients, we specialize in helping business owners and surgeons navigate their unique financial challenges. Our deep expertise in working with these groups allows us to provide tailored financial strategies that help you make the most of your income and assets.

Seasoned Business Owners - Our firm understands the financial challenges that business owners face, from managing cash flow to planning for the future. We work with you to build a comprehensive financial plan that aligns with your goals, and helps you make the most of your hard-earned wealth.

Medical Professionals - Our firm has years of experience working with medical professionals, including surgeons. We understand the unique financial challenges that you face, from managing student loan debt to planning for retirement. Our tailored financial strategies help you maximize your income and assets, while protecting your financial future.

Get in Touch

We invite you to learn more about our firm, our team, and our services. To get started, simply give us a call at our office (860.215.3849) or toll-free number (203.408.2269). You can also stop by our office at 470 James Street, Suite 007, New Haven, CT 06513. If you prefer, you can send us an email or explore our quick links for additional information.

At our firm, we are dedicated to helping you achieve your financial goals, and we look forward to the opportunity to work with you.