Guiding you toward an optimal financial future
Who we are
Slalom Wealth Management is a Sacramento-based wealth management firm dedicated to empowering individuals to achieve financial clarity and security through personalized financial planning and investment management. We believe in fostering genuine relationships and collaboratively working with our clients to navigate life's financial challenges and achieve their goals.
What we do
Our team of experienced professionals provides comprehensive financial planning and investment management solutions to individuals across various life stages. We offer:
1. Comprehensive Financial Planning
- Personalized goal setting and risk assessment
- Comprehensive analysis of your financial situation
- Development of a tailored financial plan that aligns with your unique needs and aspirations
- Ongoing monitoring and review of your plan to ensure it remains relevant and effective
2. Investment Management
- Customized portfolio construction based on your risk tolerance and financial goals
- Regular review and rebalancing of your portfolio
- Transparent communication and reporting on your investments
3. Collaborative Approach
- We prioritize open communication and collaboration with you in the planning process.
- We believe in actively listening to your concerns and aspirations.
- We work alongside you to implement your financial plan and achieve your goals.
Our Values
- Integrity: We are committed to upholding the highest ethical standards and acting in your best interests.
- Transparency: We provide clear and concise explanations of your financial situation and recommendations.
- Client-Centeredness: Your success is our success. We are driven by providing exceptional client service and building lasting relationships.
Our Commitment
- We are a fiduciary firm, which means we are legally bound to put your interests first and always act in your best interests.
- We are committed to providing personalized attention and customization to meet your unique financial needs.
- We are passionate about empowering you with knowledge, clarity, and control over your finances.
Positive Experience with Financial Planning
The reviewers have had an overwhelmingly positive experience with Tony Matheson's financial planning services. They appreciate his ability to explain complex financial concepts in a clear and simple manner, making them feel more informed and in control of their finances.
Key Strengths
- Exceptional Communication Skills: Tony is praised for his ability to listen and explain financial concepts in a way that is easy to understand, without dumbing them down.
- Responsive and Trustworthy: Reviewers appreciate Tony's responsiveness to their calls, questions, and concerns, and trust him to act in their best interests as a fiduciary.
- Excellent Financial Planning: Tony's diversification strategy, fair fee structure, and intelligent tax strategies have all been highlighted as strengths by the reviewers.
Personalized Service
Reviewers have appreciated the personalized service they have received from Tony, who has made them feel at ease and has been able to tailor his approach to meet their individual needs and concerns.
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