Slalom Wealth Management, LLC

Slalom Wealth Management is a small, state‑registered independent advisory firm that serves individuals, high‑net‑worth clients, charitable organizations, other advisers, and corporate plan sponsors with tailored investment management and a range of financial planning services. Offerings include discretionary portfolio management, comprehensive and hourly financial planning, estate‑planning coordination, and business‑planning consulting.

The firm primarily implements passive investment strategies using index mutual funds and exchange‑traded funds, while incorporating fundamental and cyclical analysis and the option to employ third‑party or outside managers (TAMPs) when appropriate. Accounts are managed under written investment policy statements with ongoing monitoring and periodic reviews to align allocations with clients’ objectives and risk tolerances.

Notable for a solo adviser, the firm provides retirement plan and pension consulting to employer plan sponsors and may act in an ERISA fiduciary advisory role for plan fiduciaries — a service set less commonly offered by similarly sized independent firms. It also offers educational seminars and speaking engagements (including occasional pro‑bono events), and combines those institutional‑style retirement services with individualized household planning; the firm reports about $19.3 million in discretionary AUM across a small client base.