Comprehensive Wealth Management
solutions to individual families
We’re here to help our clients achieve their financial and retirement goals.
Established in 1996, Jim Sloan & Associates, LLC provides comprehensive wealth management solutions to individual families. When needed, our firm collaborates with CPAs, attorneys, charitable planning professionals and insurance professionals to help our clients achieve their financial and retirement goals.
Personal Financial Planning
Today more than ever, financial planning is an essential step to becoming financially prepared. From budgeting to planning for retirement, saving for education to managing your taxes and your insurance coverage, “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging but achievable task. Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.
Institutional-Level Asset Management
Institutional money management is not just for the ultra-wealthy and large institutional investors. You’ve worked hard and have earned the right to enjoy the sophisticated and transparent asset management services that larger investors have benefited from for decades. In our opinion, the key to consistent investment returns and reduced volatility is proper asset allocation. Our investment philosophy is a proactive, hands-on, diversified and flexible approach to seeking risk-adjusted asset classes with the potential for principal growth and/or consistent income. In other words, “buy and hold” may not be right for all markets and all investors. We help prioritize capital preservation while seeking to participate in market opportunities across a wide range of asset classes and geographical regions. Our money managers are privileged to advise large institutions that demand a high degree of accountability and due diligence.
Client Service & Fiduciary Advice
By adopting the fiduciary standard as our guiding “standard of client care,” we are required to put the interests of our clients first and fully disclose associated costs and potential conflicts of interest. We appreciate and respect how hard you’ve worked and saved throughout your life. With that in mind, we take our role as the financial advisor of your pre- and post-retirement goals very seriously.
It is a true honor for us to be entrusted with this responsibility.