A complete list of active advisors currently associated with Slalom Wealth Management, LLC
Warmer can help you find a great advisor at Slalom Wealth Management, LLC or one who fits your needs even better.
Slalom Wealth Management, LLC is a single-advisor, state-registered independent advisory firm overseeing roughly $19.3 million for about 25 clients. The firm serves individuals (including high-net-worth clients), charitable organizations, other advisers, and corporations, offering individualized investment management, comprehensive financial planning, estate planning coordination, and retirement plan/pension consulting for employer plan sponsors. Investment advice is built around client-specific investment policy statements and implemented primarily with passive vehicles such as index mutual funds and ETFs, supplemented by fundamental and cyclical analysis. The firm provides discretionary portfolio management, ongoing monitoring and periodic reviews, and can use third-party managers (TAMPs) when appropriate. Compared with many solo independent advisers, the firm maintains a formal retirement plan and pension consulting practice that includes advisory services to plan sponsors and fiduciary responsibilities under ERISA, and it regularly offers educational seminars and speaking engagements — sometimes provided pro bono. The principal’s CFP® and CFA® credentials and a subscription-style comprehensive planning service with ongoing plan monitoring are additional features that are less common among peers.
To learn more about the advisors currently working at Slalom Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tony Matheson
| Sacramento, CA
| 28
|
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