Who we are
An authentic partner here to help you succeed
About Slalom
Wealth Management
We have the experience to help you achieve your
financial goals
Finances are personal, which is why we want you to feel comfortable sharing your goals and asking your key questions. Our team not only brings the expertise, but the personal, casual approach that can help you understand all facets of your finances.
Why work with us?
Our top priority will always be you and your success
Collaboration
We’re here to serve as a sounding board for all your questions and ideas. Our mission is to help you feel as secure as possible when it comes to your decisions and how they impact your financial future.
Education
Finances can be confusing and complex, but part of our job as a financial advisor is to demystify the process by providing easy-to-understand explanations that clarify, educate, and remove uncertainty.
Commitment
As a fiduciary, we’re fully committed to you and your success. As your journey evolves, we’ll be by your side every step of the way.
The meaning behind the name
Slalom: verb /’sla:ləm/
"Move or race in a winding path, avoiding obstacles."
Life’s journey presents challenges along the way, and we adjust and adapt to each as they appear. That’s exactly how financial planning works. A financial plan doesn’t end once it’s been created. In fact, that’s only the beginning of the planning process. We’ll make sure you stay nimble and can adjust to any obstacles that appear along the way.
Meet Tony Matheson, CFP®
Founder and Wealth Advisor
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 candidate for the upcoming 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
Who we work with
Trust us…we’ve seen it all — so let us show you the way.
Retiree Success Story
Retirement can feel overwhelming, and you likely have a lot of questions about how to save and spend money without worrying about running out. We’ll help you reach a solution that lays out a clear path through every stage of retirement.
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Small Business Owner Success Story
You have a lot of personal and professional financial complexities to navigate. We can apply our experience to help you save on taxes, take care of your employees, and spend more time doing what you love.
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Sales Professionals Success Story
With a variable income, it can be stressful and confusing to solidify a financial plan. We’ll aim to establish a savings and investment plan that frees up your time and reduces your financial uncertainties.
VIEW SUCCESS STORYAffiliations
Let's get to know each other
Learn more about what we offer to see if we're the right fit to help you
GPS Retirement Plan Free Training
YOUR STEP-BY-STEP TRAINING TO CONFIDENTLY NAVIGATE RETIREMENT PLANNING
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