Totem Wealth Management & Financial Advisors at a glance
Google reviewers rate Totem Wealth Management five stars based on 111 reviews, with the owner replying to all comments. Clients describe the firm as professional and responsive, highlighting clear communication that simplifies complex financial topics. Common services include retirement planning, portfolio transitions, and tax advice, with customers noting the team’s availability and personalized approach. No negative feedback appears in the provided excerpts, as all listed reviews are five stars.
Google rating: 5.0 out of 5 from 111 reviews (100% five-star).
Reviews on this page: 111 Google reviews (73 with written comments).
Owner responses: the business replied to 100% of reviews.
Most recent review: September 1, 2026.
Service: Wealth Management Firm serving Charlotte, North Carolina.
Data from Google, last updated November 9, 2026.
Star ratings
111 Google reviews we collected
5.0of 5
5 stars111100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 73 written reviews
99%praise
Praise11199%
Complaints11%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude3531%
Would recommend2926%
Honesty & trust1413%
Quality & results1312%
Speed & response109%
Communication109%
Price & value11%
What customers talk about
We read 73 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Travis Bell with Totem Wealth has been incredibly helpful in helping me navigate and plan for my financial future.”
“I would recommend Travis and Totem to anyone looking for a financial advisor!”
“What we appreciate most is that he genuinely cares about his clients and is always available when we have questions or need guidance.”
“I've just onboarded with Totem and had such a great experience with personalized attention and recommendations.”
“He breaks down complex financial concepts into clear, actionable advice and is always quick to respond.”
“Sal explains everything clearly, makes complicated financial topics easy to understand, and always makes us feel confident in the decisions we are making.”
“…ified and implemented strategic alternatives with significantly lower fee structures.…”
People customers mention
Sal15 reviews
Bell3 reviews
Travis3 reviews
Perez3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Travis Bell with Totem Wealth has been incredibly helpful in helping me navigate and plan for my financial future. He has helped me transition my retirement funds from my previous employer which was challenging but he was readily available to assist me with the process. After transition to Totem’s investment platform, I don’t want to use any other investment platform. I would recommend Travis and Totem to anyone looking for a financial advisor!
Services: Financial plan, Net worth & cash flow analysis consulting
Response from the owner · 2 months ago
Thank you so much for your glowing review, Hannah! It's fantastic to hear that Travis has been such a helpful guide on your financial journey. We're delighted that you're satisfied with the transition to our platform. Please feel free to reach out if you need any more assistance!
D
darlene cora6 reviewsiTotal number of Google reviews darlene has written across all businesses on Google Maps, not just this one.
We can't say enough wonderful things about Sal and the service he provides as our financial planner. He is knowledgeable, professional, patient, and truly takes the time to understand our financial goals and needs. Sal explains everything clearly, makes complicated financial topics easy to understand, and always makes us feel confident in the decisions we are making.
What we appreciate most is that he genuinely cares about his clients and is always available when we have questions or need guidance. We feel like we are in very good hands with Sal and trust his advice completely.
Response from the owner · 2 months ago
We are so grateful for your heartwarming review! It's wonderful to know that Sal has been able to support you with his expertise and care. We're glad you feel secure and well-guided in your financial journey. We'll always be here for any questions or guidance you may need!
E
Eric Bernard12 reviewsiTotal number of Google reviews Eric has written across all businesses on Google Maps, not just this one.
Love working with Sal, very knowledgeable and he has the drive to learn. Coming from another country he helped me navigate the best options for my finances!
Response from the owner · 2 months ago
Thank you for your fantastic feedback! We're delighted to know that Sal’s expertise and dedication have made a positive impact on your financial journey. It’s great to hear he could assist you in navigating your options coming from another country. Whenever you have more questions, we're just a call away!
C
Christi Raia10 reviewsiTotal number of Google reviews Christi has written across all businesses on Google Maps, not just this one.
Extremely professional service, helped us understand our current financial position. Then modeled different strategies that will allow us to achieve our goals in our retirement years. Travis helped us step through the process of contacting and consolidating various accounts. We can clearly see our financial resources in one simple app. We should have done this many years ago.
Price assessment: Reasonable price
Services: Financial plan, Net worth & cash flow analysis consulting
Response from the owner · 3 months ago
Hi there, Kevin! We're overjoyed to know you had such a positive experience with our team. It's great to hear that we could assist in clarifying your financial landscape and planning for a bright retirement. Remember, we're just a call away whenever you need further support!
E
Emily Ruschau5 reviewsiTotal number of Google reviews Emily has written across all businesses on Google Maps, not just this one.
I've just onboarded with Totem and had such a great experience with personalized attention and recommendations. I look forward to growing my investments with them.
Response from the owner · Edited 3 months ago
Hi Emily, we truly appreciate you taking the time to share your wonderful onboarding experience! We're absolutely delighted to learn that our personalized service has resonated with you so positively. We're excited about the opportunity to assist you in growing your investments. Please feel free to reach out if you have any questions or need anything further on your financial journey.
K
KT Wilson2 reviewsiTotal number of Google reviews KT has written across all businesses on Google Maps, not just this one.
Totem Wealth has been great to work with. I hired them to manage my financial portfolio, and I’ve been very pleased with their reliability, responsiveness, and thoughtful approach. I appreciate that they take an active, hands-on role in financial planning rather than a passive one. I highly recommend Totem Wealth for both business and personal financial planning needs.
Response from the owner · Edited 3 months ago
Hello KT Wilson, we're overjoyed to see your glowing feedback! It's truly heartwarming to know you're happy with our proactive approach and that you trust us with your financial planning. We're here to ensure everything runs smoothly, so don't hesitate to get in touch if you need any assistance. Thank you for recommending us with such enthusiasm!
J
Jeffrey WinnLocal Guide · 40 reviewsiTotal number of Google reviews Jeffrey has written across all businesses on Google Maps, not just this one.
Leaving a well-established firm to join Totem Wealth Management was a leap of faith for my spouse and me, but it is one that has absolutely paid off. Travis and Sal combine deep industry experience with a level of energy that has exceeded our expectations. Travis, in particular, has been incredible with our retirement and tax planning – taking the stress out of a complicated transition. He breaks down complex financial concepts into clear, actionable advice and is always quick to respond. Working with him is seamless and, most importantly, stress-free. We could not have a higher recommendation for Totem Wealth Management.
Response from the owner · Edited 3 months ago
Hello Jeffrey, we truly appreciate your wonderful feedback! It warms our hearts to hear that Travis and Sal have made such positive impacts on your journey with us. We're delighted to provide you with seamless and stress-free service. If you ever need any further assistance, feel free to reach out anytime.
J
Johnathan Dill1 reviewiTotal number of Google reviews Johnathan has written across all businesses on Google Maps, not just this one.
I’ve had a great experience working with Travis and Sal at Totem Wealth Management. Travis is my advisor, and he has been incredibly helpful in guiding me through investing and managing my money with. He explains things in a way that’s easy to understand, and this has made a big difference in how comfortable I feel making financial decisions.
What really stands out is how quickly he responds. Any time I’ve had a question or needed advice, he’s been right there to help. It’s clear that Travis and Sal genuinely care about their clients and treat everyone like a part of the family.
I really recommend Totem Wealth Management to anyone looking for knowledgeable and trustworthy financial advisors. You won’t regret it!
Response from the owner · Edited 3 months ago
Hello Johnathan, thank you so much for your fantastic review! We're elated to know that Travis and Sal have been able to assist you in such a meaningful way. It’s wonderful to hear that you feel supported and part of our Totem family. We're here for you anytime you have questions or need advice!
R
Richard Sprouse7 reviewsiTotal number of Google reviews Richard has written across all businesses on Google Maps, not just this one.
We have been thoroughly impressed with the professional guidance provided by Travis Bell and Salvador Perez at Totem Wealth Management. Transitioning our portfolio to Totem from other institutions was seamless and handled with the utmost efficiency.
After reviewing our previous holdings, Totem Wealth Management quickly identified and implemented strategic alternatives with significantly lower fee structures. These adjustments have been instrumental in optimizing our retirement planning and ensuring a more tax-efficient investment approach.
The team at Totem Wealth Management consistently demonstrates a high level of expertise and proactive communication, giving us full confidence that our financial interests are being managed with diligence and care.
For those seeking a sophisticated, results-oriented approach to wealth management, I highly recommend Totem Wealth Management.
Response from the owner · Edited 3 months ago
Hi Richard, we really appreciate your glowing feedback! It’s fantastic to know that Travis and Salvador have made such a positive impact on your investment journey. We're delighted that our efforts in optimizing your portfolio have met your expectations. Please don't hesitate to reach out if you ever need further assistance.
