Slalom Wealth Management

Slalom Wealth Management is a financial planner in Sacramento, CA. The firm provides services to help clients optimize income, reduce taxes, and invest prudently, serving individuals and small business owners both locally and around the country. With a 5.00 rating, the firm focuses on helping clients retire with confidence and live with freedom.

The firm operates as an independent, fee-only fiduciary, a model designed to put the interests of clients and their families first. Slalom Wealth Management utilizes research-backed strategies to explore retirement scenarios and implement personalized plans. The team provides an educational approach to demystify complex financial processes, acting as a sounding board to help clients navigate life's obstacles. Their services are tailored to address specific needs, such as managing variable income for sales professionals or navigating the tax and investment decisions necessary for small business owners.

Located on 57th Street in Sacramento, the office is situated near the CSUS Arboretum and Yermol Memorial. The location is a short drive from Sacramento Fire Station Number 8 and is near the intersection of H Street.

Slalom Wealth Management is recognized for its commitment to client success and its dedication to the fiduciary oath. The firm is known for providing the expertise and personal, casual approach necessary to help clients understand all facets of their finances.

Slalom Wealth Management provides dedicated financial planning and fiduciary expertise to the Sacramento community and beyond.

Services:

• Estate Planning
• Income Planning
• Investment Management
• Retirement Planning
• Tax Optimization