Slayton Lewis INC

About

Slayton Lewis 22 East 100 South, Salt Lake City, UT 84111 866-752-9866 info@slaytonlewis.com Client Login Financial Clarity Peace of mind Providing comprehensive wealth management solutions for over 20 years. Contact Us Where Wealth Management Is Personal We partner with high-net-worth professionals, business owners, and their families to provide customized wealth management services. Are you a good fit? Do I have enough to retire? We ll help determine how much you can spend once your paychecks stop. Am I maximizing my after-tax Income? Our detailed tax projections provide insight that can generate significant tax savings. What do I do with my business when I'm finished working? Create a succession plan to monetize your business and leave it in good hands. See All Services MBA, CFP br/>" /> Meet Bill Campbell Our Founder and Principal MBA, University of Chicago CERTIFIED FINANCIAL PLANNER (TM) When I started my career as a financial advisor, my company s strategy was similar to the typical advisory shop. Cast a wide net, gather as many clients as possible, and scale the business to boost the bottom line as assets grow. I soon realized this was not how I wanted to manage the wealth of my clients who entrusted me with their life savings. Instead, by focusing on a small set of committed clients, I could dedicate the time needed to understand every aspect of their financial lives and develop truly customized wealth management strategies. So, I set out on my own and founded Slayto

Key Contact