150 N. Wacker Drive, Suite 2250,
Financial ClarityPeace of mind
Providing comprehensive wealth management solutions for over 20 years.
We partner with high-net-worth professionals, business owners, and their families to provide customized wealth management services.
We’ll help determine how much you can spend once your paychecks stop.
Our detailed tax projections provide insight that can generate significant tax savings.
Create a succession plan to monetize your business and leave it in good hands.
MBA, University of ChicagoCERTIFIED 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.
Reach out to us, and we can prepare a strategy for you.Phone: 866-752-9866