Building your foundation for
We build custom financial plans for pre-retirement, retirement and post-retirement.
Our Mission Statement is to take care of you, our client. For our exclusive private clients, we utilize our Four Pillars of Financial Wealth process. Together we aim to build your overall financial house on a foundation that protects your legacy and seeks to secure your future. Our goal is to have you live your best life for today and tomorrow.
Get started in 3 easy steps:
Our team can help you get started on your financial foundation!
Discover
We take the time to understand and prioritize what’s most important to you and your financial house in the areas of investments, risk, estate and family.
Evaluate
Our team of experts will work together to research and gather the necessary details to custom tailor solutions.
Plan
We will deliver on your financial roadmap that clearly identifies a plan and continuous next steps.
Radio Show & Podcast Host
Kelley Slaught
Kelley Slaught, our owner and CEO, has years of experience in helping people make knowledgeable financial decisions. That’s why she hosts the radio show and podcast, KELLEY’S BULL MARKET NEWS, which you can listen to live from Los Angeles on KNX 1070 AM every Saturday at 7-8 a.m. PST, and on KEIB The Patriot AM 1150 every Saturday at 10 a.m. and Sunday at 8 a.m. and 12 p.m., or on-demand anytime via podcast. Listen here:
THE GREAT RETIREMENT MYSTERY
How to Avoid the Six Biggest Blunders
This book is not your typical book on retirement planning. This book is my published manifesto, a public declaration of my motives and intentions to help as many people as possible achieve something of great importance: a happy and successful retirement. In these pages I do not recommend specific financial products or services. Instead, I explain a philosophy that takes the mystery out of retirement planning.
Need more info?
Want to learn more?
Learn more about financial planning, retirement income strategies, wealth management and more by attending a live workshop!
The CWA Private Client Process
The PRIVATE CLIENT PROCESS will focus on your Financial House and deliver on the increased demand for diverse planning needs. We prioritize and focus on the 4 Pillars of Financial Wealth:
- Investments
- Risk Management
- Estate Planning
- Family Office/Vault
We work as your Financial Director along with our Strategic Planners and Relationship Managers to discuss each pillar and the potential vulnerabilities to find and capitalize on fixing the problems specific to you.
We value each exclusive relationship we accept into our Private Client Process and provide the upmost integrity and commitment to you. We pledge to deliver excellent service to our Private Clients.
What do we offer?
Services
Our firm specializes in helping individuals develop sound investment and retirement strategies.
OUR SERVICES
