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
I earned my B.A. in Theological Studies from Bethany University in Santa Cruz, CA. Like most, 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 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™ enrolled in the CFA® program. I have proudly recently passed the CFA Level II exam and am registered for the upcoming 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.
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.
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Let's get to know each other
Learn more about what we offer to see if we're the right fit to help you
Download your 2023 retirement readiness toolkit
Get access to our complimentary toolkit, which includes easy-to-understand tips for 2023 taxes, social security, and Medicare & Medical.
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