A complete list of active advisors currently associated with Slaten Wealth Management

Warmer can help you find a great advisor at Slaten Wealth Management or one who fits your needs even better.

Slaten Wealth Management provides fee-based investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and business entities, serving roughly 167 client relationships with about $36 million in assets under management. Services are delivered on a discretionary or non-discretionary basis and include custom portfolio management as well as recommendations and oversight for third‑party managed account programs. The firm follows a tactical allocation approach that blends fundamental and technical analysis to manage risk and seek performance, and it typically employs exchange-listed equities, corporate and municipal debt, CDs, mutual funds, and options. Investment strategies noted in the brochure include long- and short-term purchases as well as covered option writing, spreading strategies, and cash‑secured puts, with accounts reviewed at least quarterly and portfolios tailored to client profiles and restrictions. Noteworthy for a firm of this size, Slaten also offers tax-related services through a separate d/b/a — with the firm’s principal devoting a meaningful portion of time to tax work — and its investment advisor representatives are licensed insurance agents who spend time selling life, health, and variable insurance products. The use of options and option-writing strategies in client accounts, together with the affiliated tax services and licensed insurance activity (and the firm’s disclosures about related conflicts), distinguishes its service mix from many peers.

To learn more about the advisors currently working at Slaten Wealth Management, 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.