The world is hectic, let us help bring calm to your financial life.

We built our business around you, based on our belief that you deserve:

TO PLAN AND INVEST WITH CONFIDENCE

AN EASY WAY TO STAY ON TOP OF YOUR FINANCES

PERSONALIZED PORTFOLIOS

STRATEGIC TAX EFFICIENCY

CLEAR AND HONEST  FIDUCIARY GUIDANCE

TRANSPARENT AND SIMPLE FEES

TO KNOW AND TRUST YOUR WEALTH ADVISOR

RISK MANAGEMENT OFFERINGS

EXAMPLES OF WHO WE WORK WITH

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PROFESSIONALS

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Jim and Sarah are both working professionals in the Dallas/Ft. Worth area. Jim is an attorney at a large firm and Sarah is the Chief Operating Officer at a commercial real estate company. They are concerned about retirement planning, college costs for their two children, and taking care of their aging parents.

BUSINESS OWNERS

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Paul is a tech business owner in Austin with 8 employees. He has two primary goals. The first is to offer his employees competitive benefits to help ensure their retention as he grows the business. The second is to max fund his various retirement vehicles as tax-efficiently as possible during these profitable times. 

NEAR / AT RETIREES

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Scott and Amy live in the Woodlands. They are one year from retirement and they want to know how to best position themselves for success in their golden years. Their biggest questions are, "Should we downsize our home? When should we file for social security? Will our funds be enough for our long retirement?"

READY TO LEARN MORE?

CONTACT

SLATON CAPITAL ADVISORS

124 McMakin Rd

Building 2, Suite 205

Bartonville, TX 76226

Email: info@slatoncapital.com
Tel:  214-492-3741

 

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