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Where Wealth Management Is Personal

We partner with high-net-worth professionals, business owners, and their families to provide customized wealth management services.

Are you a good fit?

Do I have enough to retire?

We’ll help determine how much you can spend once your paychecks stop.

Am I maximizing my After-Tax Income?

Our detailed tax projections provide insight that can generate significant tax savings.

What Do I Do With MY Business When I'm Finished Working?

Create a succession plan to monetize your business and leave it in good hands.

Meet Bill Campbell<br/>MBA, CFP<br/>

Meet Bill Campbell

MBA, University of Chicago
CERTIFIED FINANCIAL PLANNER(TM)

When I started my career as a financial advisor, my company’s strategy was similar to the typical advisory shop. Cast a wide net, gather as many clients as possible, and scale the business to boost the bottom line as assets grow. I soon realized this was not how I wanted to manage the wealth of my clients who entrusted their life savings to me.

Instead, by focusing on a small set of committed clients, I could dedicate the time needed to understand every aspect of their financial lives and develop truly customized wealth management strategies. So, I set out on my own and founded Slayton Lewis.

Over the twenty-plus years the company has been in business, I’ve put together a dynamic team of highly trained professionals, each with their own specialization that creates a complimentary set of skills to serve the unique needs of each client. Together, we’ve built the firm on a foundation of trust, experience, and empathy.

Unlike most firms, clients are not segregated by advisor. Everyone is a client of Slayton Lewis. When you call our line, you won’t get sent to a directory to speak to the next available representative, you’ll connect directly with one of our team members. Whether you have a quick question or are going through a major life change, we’re here to bring you clarity and peace of mind.

Have A Question?

Reach out to us, and we can prepare a strategy for you.
Phone: 866-752-9866

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