Financial & Investment Services
At Slater Wealth Management, we work with clients in all stages of life. Whether focused on saving for retirement, sending a child to college, or leaving a legacy to family, we create cohesive financial strategies that address all elements of your financial picture. While we are a small, independent family firm, we have the support of the nation’s largest independent broker-dealer, LPL Financial*. This allows us to offer the extensive resources and tools of a large firm with the personalized attention and family feel of a local, neighborhood business.
*As reported by Financial Planning magazine, 1996-2015, based on total revenue.