The Edge Your
Wealth Needs
Slant Financial slants to your needs by leveraging the best technology has to offer, plus premier, prompt customer service. We manage every aspect of your finances and work closely with your investment advisors to ensure accurate reporting—and that your wealth is safeguarded.
Tech-forward approach
We provide all the services a family office needs—in a better, more accurate, and more efficient way. Our clients have complete visibility into where their money is and how it’s performing at any given time.
Tailored, transparent solutions
We know the approach to growing wealth should be unique to each individual. We’re proud of the clear connection between what we do and the bountiful value it creates for our clients.
A fresh perspective
The world of wealth management is complex, and to be done well requires a strategic eye that doesn’t get lost in old ways. We approach things differently, looking for cutting-edge services and methods.
Comprehensive Wealth Management Expertise
SERVICES
We’re a full-service family office specializing in managing and growing family trusts and high-income individuals. Our services include account maintenance, financial strategy, activity monitoring, and more.
TECHNOLOGY
Partnering with leading financial innovators
In order to remain up-to-date in the realm of finance, we collaborate with Addepar. Addepar is at the forefront of transforming wealth management with state-of-the-art technology. Since 2009, they have been the trailblazers in offering transparency, efficiency, and valuable insights for financial experts.