SLATER WEALTH PLANNING
Wisdom. Integrity. Longevity.
Brian Slater, your personal financial concierge. A Maverick in the industry.
We focus on the growth of your investments and our unique relationship.
Brian Bradford Slater
Slater Wealth Planning is a Boutique investment firm focused on customized financial planning and investment management solutions. We carefully listen to each client’s concerns, goals, and objectives, which allows us to tailor a strategy to each client's unique needs. After our initial no-cost complimentary portfolio consultation, we will together develop an investment strategy that may incorporate individual stocks/bonds, Exchange Traded Funds [ETFs], Mutual Funds.
For over 20 years, Brian Slater has been a fee-only Registered Investment Advisor [RIA] responsible for the portfolio management & financial planning for high net worth individuals, corporate pension/profit-sharing plans, and non-profits.
Brian Slater’s expertise as a Portfolio Manager/Trader includes creating highly customized globally diversified Stock, Corporate/Municipal bond, Exchange Traded Fund [ETF], and Mutual Fund strategies.
Brian Slater has simultaneously served as a Financial Planner and Relationship Manager for clients over these two-plus decades, which provides clients with a balanced perspective from both financial planning and investment management disciplines. Brian Slater conducts regular portfolio & market reviews, as well as provides invaluable assistance regarding retirement, estate, and tax planning.
He works diligently with clients’ estate attorneys, accountants, and insurance professionals to coordinate these needs. Creating exceptional experiences for his clients has resulted in long term client relationships.
Brian Slater graduated from Rider University in 1997 with a B.S. in Finance/Economics. He earned his Certificate in Financial Planning from Fairleigh Dickinson University in 2016. He is Series 65 registered.
Why Choose Us
Why Choose Us
As a fee-only Registered Investment Advisor [RIA], we are obligated to act as your FIDUCIARY, which puts your well-being first ALWAYS. Slater Wealth Planning’s fees are based on the size of your portfolio, so our interests are completely in-line with yours. Our goal is to invest wisely and keep fees low…Therefore, as your portfolio grows, so does our fee. Win/win. This is a contrarian model to that of commission-driven brokers who are merely required to recommend investments that are “suitable.” Such broker relationships can result in products being sold on a commission basis, lining the broker’s pockets, while not keeping the best interests of the client first and foremost. Common commission sold products include annuities and load mutual funds – typically the true costs of these products are not clearly outlined or disclosed to clients.
Brian Slater, President & Founder of Slater Wealth Planning, is your personal financial concierge. NEVER will you be handed off to a junior associate, who may or may not be there in 3 or 6 months. Our relationship is one-on-one and my goal as a Boutique firm is to cater to a niche group of clients so I can spend quality time addressing your every need. I am available 7 days a week, as well as off-hours. No more worrying about high-turnover relationships. I am NOT focused on growth in assets under management to the detriment of serving my existing clients. I’m 100% accountable, which is why I chose to put my family name on my brand.
Privacy & Security
Brian Slater is the only individual at the firm who has access to your information. No revolving door of office staff or interns, which is prevalent at many firms. Consider our relationship as akin to the attorney/client relationship.
Slater Wealth Planning is proud to offer among the lowest fees in the industry. Several studies prove that fees are among the biggest determinants of investment performance over time.
Slater Wealth Planning is a Boutique investment firm focused on customized financial planning and investment management solutions. We carefully listen to each client’s concerns, goals, and objectives, which allows us to tailor a strategy to each client's unique needs. After our initial no-cost complimentary portfolio consultation, we will together develop an investment strategy specifically designed for you.
More Than Just Investments
Slater Wealth Planning is your personal financial concierge. In addition to customized financial planning and wealth management, we are happy to assist with estate planning, tax planning, college planning, mortgage advice, insurance planning, etc. We work with professionals of your choice or may recommend a competent professional to assist you with these needs upon request. We stay involved along the way to quarterback the situation, which results in seamless planning and lowers costs.
The Big Picture
In addition to traditional investment securities, many clients have hobbies that are also alternative investments. I am personally an expert regarding classic automobiles, and appreciate and can accommodate other non-standard investments such as real estate, antiques, art, etc. It is important to incorporate all of your assets into your estate plan and goals.