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Jamie S

CFP®, Series 65

Omaha, NE

Focus Partners Wealth, LLC

Jamie Slaughter is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently affiliated with The Colony Group, LLC and has previous experience at Buckingham Strategic Wealth, Ellerbrock-Norris Wealth Strategies, and Strasbaugh Financial Advisory. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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