Totem Wealth Management | Council for Inclusive Capitalism

Totem Wealth Management provides cost-efficient financial planning and wealth management services to help give our clients the best chance at reaching their financial and personal goals. These services include tax planning, insurance planning, estate planning, education planning, business planning, and investment management. Visit our website totemwm.com.

Purpose

At Totem Wealth Management, our purpose is to empower individuals and families with the knowledge, expertise, and personalized planning they need to achieve their financial aspirations and secure the life they desire. We strive to be steadfast partners on their journey through the uncertainties of life. With unwavering commitment to integrity, transparency, and innovation, we aim to establish lasting relationships built on trust, excellence, and a shared vision of success. Through comprehensive wealth management strategies and a deep understanding of our clients' unique goals and life circumstances, we endeavor to be the guiding beacon that empowers them to make sound financial decisions, creating a legacy that spans generations.

Salvador Perez

Founder, Totem Wealth Management

Find out more

We believe it is vital to state clearly to the world the set of our beliefs about Inclusive Capitalism. As such, we start with our Statement of Guiding Principles for Inclusive Capitalism. Knowing that words alone are not enough, each of us is making a series of commitments about how we will operate our institutions so that they help achieve Inclusive Capitalism. These commitments are forward-looking statements based on current goals, expectations and assumptions, which are not guarantees of future performance. For more information, please refer to our Terms of Use

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Principles of Governance

Prosperity

Summary

Totem Wealth Mangement is committed to addressing resource availability and nature loss by creating digital first operations to reduce our physical paper usage, as a firm.

Activities & Initiatives

To better create practices that are digital first, Totem Wealth Management will be using the World Economic Forum's Digital Transformation initiative as a blueprint to sustain digital practices that are environmentally conscious.

Measures & Targets

Totem Wealth Management will measure success by creating annual benchmarks for the percentage of clients we are able to stick strictly digital pathways to.

Sign up your company

Recognizing it will take alignment of all our organizations to scale impact globally, we invite you to join the movement as a Steward of Inclusive Capitalism. Together, the collective action of Council members will contribute to a fairer, more inclusive and sustainable future for all people and our planet.