Slayton Wealth Management

At Slayton Wealth Management, we are a family-owned and operated financial services firm dedicated to providing customized investment plans and comprehensive wealth management services to our valued clients. With over 35 years of combined investment experience, our team of professionals is committed to understanding the unique financial goals and circumstances of each individual client. We take pride in our individual approach to asset management and our commitment to putting our clients first.

Our Family

As a family-owned business, we understand the importance of working together towards a common goal. Our team consists of experienced financial professionals who are dedicated to providing exceptional service and expertise to our clients. We believe in the importance of building strong relationships and taking the time to understand our clients' unique financial situations.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Retirement Planning: We work with our clients to create a customized retirement plan that meets their unique financial goals and circumstances.
• Estate Planning: Our team helps clients protect their assets and ensure the smooth transition of their estate to future generations.
• Investment Management: We provide comprehensive investment management services, including customized investment plans and portfolio management.
• Insurance: We offer a range of insurance products designed to provide protection and peace of mind for our clients.
• Tax and Estate Planning: Our team of experts provides guidance on tax and estate planning strategies to help our clients minimize their tax liability and maximize their wealth.

Our Values

At Slayton Wealth Management, we believe that values matter. We live by a set of core values that guide our behavior and inform our decisions. These values include:

• Trust: We believe that trust is essential to building strong relationships with our clients and colleagues.
• Honesty: We are committed to honesty and transparency in all of our interactions.
• Integrity: We believe that integrity is the foundation of any successful relationship.

Our Team

Our team consists of experienced financial professionals who are dedicated to providing exceptional service and expertise to our clients. Our team includes:

• Jill Slayton, CFP: Jill is a certified financial planner and founder of Slayton Wealth Management. She has over 15 years of experience in the financial industry.
• Lindsey Slayton Webb, Associate Financial Professional and Client Services Specialist: Lindsey is a dedicated professional who assists with client service and support.
• Justin Webb, Research Analyst: Justin is a research analyst who assists our team with market research and analysis.
• Lisa Harmon, Director of Operations: Lisa is our operations manager who oversees the day-to-day operations of our office.

Our Office

Our office is located at 6710 Horizon Road, Suite 102, Heath, TX 75032. We can be reached by phone at (972) 771-2842 or by email at jill@slaytonwealth.com. We look forward to the opportunity to work with you and help you achieve your financial goals.