Customized Financial Plan
For the Slater Financial Group, investment management is at the heart of what we do. Fundamental to your customized financial plan, or your financial blueprint, is a firm understanding of your priorities, goals, risk tolerance and family circumstances
Read moreManaging Assets
Significant wealth is usually the result of hard work and careful planning. It brings tremendous opportunities and considerable complexity. When you’ve reached the stage when managing assets on behalf of your family, and meeting with various advisors and professionals feels like a full time job, then you’ve reached the stage when you need a fully integrated approach that is designed to meet the unique needs of your family.
Learn MoreFamily Office Services
Wealth and it’s complexities require wealth management that recognizes, understands and responds to the big picture and small details.
Learn MoreRisk Management
We’re risk managers and construct and stress test your portfolio against 1000 different economic scenarios, both good and bad to ensure clients can reach their long-term planning goals found in their financial plan.
Slater Financial – Risk Management
I can't predict economic events, but what we can do is ensure that we mitigate the risk that those economic events may have and make sure that we keep your financial house in order. We stress test your portfolio against thousands of different economic simulations. And what this tells us is how your portfolio will perform during different types of economic environments. And the whole goal is to ensure that under most economic situations, your portfolio will be financially sound.
Family Advisory
When life becomes too complex and managing your wealth becomes a full-time job, our family office services may be the solution you need.
Slater Financial – Family Advisory
There comes a time where significant wealth becomes a challenge and it becomes a challenge for many reasons from a tax point of view, from a family harmony point of view, from a financial planning point of view. And we do consider all the important factors, things like business planning, business transfer planning, tax planning.
Our role is to help navigate through that when things become too burdensome and too big for you to handle. Family harmony should never be a casualty of significant wealth. What we can do is we can help educate the next generation to become stewards of that family wealth and relieve you of the burden of having those difficult conversations, instilling a vision for the family on the next generation and how you would like that wealth managed.
Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.