Tony Matheson

Advisor at Slalom Wealth Management, LLC

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Credentials

CFP®, CFA®

Slalom Wealth Management, LLC logo

Firm

Slalom Wealth Management, LLC

Location

Sacramento, CA 95819

About

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve.

I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity.

As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement. I proudly 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 Watching a Formula One race (I travel each year to watch one live!) Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

Expertise

General retirement planning Income planning Wealth management

Demographic focus

Baby Boomers (Born 1946-1964)

Fee options

AUM: 1.00%

Flat: $5,000 annual min

Monthly: $375+/mo

Work history

Matheson Financial Partners LLC

2017 - Present (9 years)

Baker, Brose & Mitsutome Wealth Mgmt

2017 - 2018 (1 year)

E*TRADE Capital Management LLC

2016 - 2017 (1 year)

Mirae Asset Global Inv (USA) LLC

2015 - 2016 (1 year)

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