While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

At Slater Wealth Management, we work with you in all stages of life. Whether you are focused on saving for retirement, sending a child to college, or leaving a legacy to your family, we create cohesive financial strategies that address all elements of your financial picture.

Investment Management

We strive to help you create an investment portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. Our goal is to help you receive the highest rate of return with the least amount of risk. We can assist with a number of investment vehicles, including bonds, stocks, ETFs, mutual funds, and more.

Retirement Planning Strategies

Many of our clients preparing for retirement are less focused on taking risks and more focused on preserving their assets. With this in mind, we develop conservative strategies with a focus on risk management. We seek to identify opportunities for building a consistent income that will last through retirement, and help you feel confident in your future.

College Planning Strategies

A major concern for parents is determining how they will pay for their children's college expenses while still saving for retirement. We can help you calculate college costs, evaluate funding options, and create an education strategy tailored to your goals.

Estate Planning

Preserving wealth and leaving a legacy in a tax-efficient manner to family and heirs can be complicated and confusing. If an estate plan is not set in place, one's wishes may not be carried out, as the estate will be transferred to the state to handle according to probate laws. We seek to demystify the common misconceptions of estate planning, assist you in articulating your estate planning needs, and coordinate the work of other professionals who may be needed, including attorneys and CPAs.

Charitable Giving Strategies

A charitable gift can have a powerful impact on the lives of others. Whether you want to give a gift or leave it through your will, we can help you determine appropriate tax-efficient ways to give back to the community.


Insurance is an important part of a complete financial strategy. With access to a wide array of insurance products, we help you determine what type of coverage is appropriate for your circumstances, including life, long-term care, and disability options.