David Perry Cfp

Slaten Wealth Management is a unique wealth management firm in Anaheim, CA that specializes in integrating Estate Planning and Tax Planning with Investment Management, offering guidance that is always in the client's best interests. With a focus on asset protection and retirement income, they assist retirees in protecting their assets while continuing to grow, and help clients leave a tax-free and guaranteed legacy for their loved ones. Additionally, they address the rising costs of long-term care and create customized retirement income plans tailored to each client's unique needs. As experienced Fiduciary advisors, Slaten Wealth Management understands the challenges retirees face and provides clarity and understanding during life's most changing times. With expertise in transitional planning, they offer solutions to the ups and downs of the stock market and help clients navigate the complexities of tax laws and investment opportunities. Committed to providing peace of mind, Slaten Wealth Management is dedicated to helping clients achieve more money and less taxes, ensuring a secure financial future.Generated from the website

As an independent Registered Investment Advisory firm, we adhere to a fiduciary standard that puts our clients first. We are able to offer you a full range of financial, retirement and wealth management services and products to help you make informed decisions about growing, protecting, preservin...