Tony Matheson, CFP^®

Owner

Slalom Wealth Management

836 57th St, Suite 457
Sacramento, CA 95819

FINANCIAL ADVISOR'S WEBSITE

www.slalomwealth.com

(916) 999-4854 CONNECT WITH Tony

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

General

Tony Matheson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Slalom Wealth Management in Sacramento, CA and the surrounding communities.

Financial Advisor Overview

Slalom Wealth Management provides comprehensive and objective financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. We specialize in helping retirees and small business owners accumulate and preserve their wealth. As a fee-only, fiduciary, and independent financial advisor, Tony Matheson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Advisor Experience

I earned my B.A. in Theological Studies from Bethany University in Santa Cruz, CA. Like many, I shifted gears away from my major and spent over 20 years as a financial advisor in Sacramento, where I helped advisors identify, design, and implement a more personalized approach to client investment strategies. I founded Slalom Wealth Management in 2018 because I wanted to design an independent, fee-only firm that would deliver comprehensive financial planning while helping solve the common issues that many retirees face. I also wanted to incorporate my expertise around topics such as economic forecasting, optimizing social security payments, and Medicare elections in a way that could benefit others. Prior to founding Slalom Wealth, I served as head of Retirement & Investments distribution with some of the largest asset management firms in the country, including Principal Financial Group. I am a CERTIFIED FINANCIAL PLANNER™ and enrolled in the CFA® program. I have proudly recently passed the CFA Level II exam and am registered for the CFA Level III exam. I have continued to live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I'm not working, you'll probably find me riding my Peloton bike or boating on the Sacramento River.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth