Wells Fargo Advisors

The Slater Wealth Management Group

 

At the Slater Wealth Management Group, our practice centers around serving the needs of high net-worth individuals and families, small business owners and non-profit organizations. The foundation of our 25 year practice within the local community is based upon the principals of integrity, commitment, and the highest levels of professionalism.
 
We believe that every stage of life brings with it a unique set of financial circumstances and challenges, whether it be funding a child’s education, planning for a comfortable retirement, or passing on one’s estate to one’s heirs. As a wealth management practice, we take into consideration all aspects of our clients’ lives when working together to build a comprehensive approach.
 
We believe it is important to fully understand your financial situation in order to most efficiently address your goals, develop an action plan designed to achieve those goals, and then proactively monitor that plan as we move through each stage of life.

We welcome you to explore our site.  And we invite you to contact us if you would like to determine if we are a fit for your needs. 
 
“The risk in life is not that our vision is too grand and we fail to achieve it; but rather that it is too small and we do” - Michelangelo
 
John Slater's CA Insurance License #0A68502
Lauren Slater's CA Insurance License #0E78032

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →