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RIA · CRD 292207State-Registered Investment Adviser

Updated:

Slalom Wealth Management

Slalom Wealth Management is an independent, fee-only fiduciary wealth management firm based in Sacramento that serves clients around the country.

Overview

Slalom Wealth Management is an independent, fee-only fiduciary wealth management firm based in Sacramento that serves clients around the country. The firm helps clients optimize income, reduce taxes, and invest prudently, with a focus on retirement planning and turning uncertainty into a clear financial plan.

General information

Firm type

RIA

Year founded

2018

Location

City

Sacramento

Principals

Tony Matheson

CFA, CFP®, Founder and Wealth Advisor

Tony Matheson

Founder and Wealth Advisor

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