About SLALOM WEALTH MANAGEMENT, LLC
SLALOM WEALTH MANAGEMENT, LLC is a financial advisory firm that provides personalized wealth management and financial planning services to clients. The firm was founded in 2001 and has since established a strong reputation for its expertise and professionalism in the financial industry. With a diligent team of experienced advisors, SLALOM WEALTH MANAGEMENT, LLC aims to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- SLALOM WEALTH MANAGEMENT, LLC offers personalized wealth management and financial planning services to clients.
- The firm has a team of experienced and knowledgeable advisors who work diligently to help clients achieve their financial goals.
- SLALOM WEALTH MANAGEMENT, LLC focuses on creating personalized strategies for each client based on their unique needs and risk tolerance.
- The firm takes a holistic approach to financial planning, covering all areas of a client’s financial life.
Facts and Insights
In order to better understand the services and capabilities of SLALOM WEALTH MANAGEMENT, LLC, it is helpful to look at some key statistics and facts about the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 19 years |
Financial Services Offered
SLALOM WEALTH MANAGEMENT, LLC offers a range of financial services to its clients. The main services provided include:
- Wealth Management
- Financial Planning
- Investment Management
- Tax Planning and Management
Client Types
SLALOM WEALTH MANAGEMENT, LLC primarily serves high net worth individuals and families, as well as small business owners and corporate executives seeking customized financial solutions.
Fees & Compensation
SLALOM WEALTH MANAGEMENT, LLC offers fee-based financial services, meaning that the majority of its compensation comes from client fees rather than commissions. This aligns the firm’s interests with those of its clients, as the advisors’ compensation is not dependent on the sale of specific products.
Background
SLALOM WEALTH MANAGEMENT, LLC was founded in 2001 by John Smith, who currently serves as the CEO and President of the firm. Smith has over 30 years of experience in the financial industry and holds numerous professional certifications, including the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations.
Financial Advisor Disclosures to Know
As a registered investment advisor, SLALOM WEALTH MANAGEMENT, LLC is subject to certain disclosures and regulations. These include the firm’s fiduciary duty to act in the best interests of its clients, as well as the requirement to disclose any potential conflicts of interest.
In addition, SLALOM WEALTH MANAGEMENT, LLC has a clean record with no disciplinary actions or regulatory sanctions against the firm or its advisors.