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When You Invest With Us, We Invest In You

We'll help you pursue your financial goals so you can take care of the rest.

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We are Slater Wealth Management

An Independent Family Firm Committed to Serving Our Peoria Community

Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Slater Wealth Management, we want to help you create your personalized financial roadmap, designed to guide you to your desired destination. We seek to simplify complex financial terms and investment options, remove emotions from investing, offer honest advice, and help you navigate the complexities of the markets. By offering ongoing education, we strive to empower you to confidently make decisions and take an active role in your financial strategies.

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. Our clients are also our neighbors and their needs always come first.

We are deeply rooted in the Peoria-area community and enjoy working closely with our clients throughout central Illinois. In everything we do, our goal is to serve you by nurturing lifelong relationships built on trust. Contact us to get started.

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.

Services
How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With over 100 years' collective experience, we'll help secure your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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