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Slaten Wealth Management
Slaten Wealth Management is a unique wealth management firm that fully integrates Estate Planning and Tax Planning with Investment Management.
Overview
Slaten Wealth Management is a unique wealth management firm that fully integrates Estate Planning and Tax Planning with Investment Management. They offer those services under one roof so plans are fully integrated to maximize income and minimize taxes. The firm is a Registered Investment Adviser offering investment advisory and financial planning services, and has partnered with Simplicity Wealth to deliver institutional-level investing and portfolio technologies.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Anaheim
Corporate office
Lubbock, TX, United States
Principals
Kyle Slaten
Founder and Wealth Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Slaten Wealth Management?
Kyle Slaten serves as the founder and wealth advisor, overseeing investment decisions for the firm. Public records do not indicate any additional investment committee or CIO structure.
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