Regardless of how complex your financial affairs become, I am able to continue to provide a suite of services that are streamlined and seamless.

I bring new clients into the Slater Financial Group in a sustainable manner to ensure that each client’s experience, from the careful crafting of your financial blueprint, to the ongoing stewardship of your investment portfolio meets our highest standards, and exceeds yours.

Over the years, I’ve developed long-term relationships with my clients. And, as your needs evolve over time, so does my approach. I believe it makes the best financial sense to use a fully-integrated approach to financial and investment management, and our services have grown to ensure that regardless of how complex your financial affairs become, we are able to continue to provide a suite of services that are streamlined and seamless.

 We take care