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Working With Us
Tammy Slugoski Wealth Management
Creating an overall exceptional client experience is my first priority! My approach with clients is consultative in nature as I feel you deserve personalized service. I believe that the years ahead will present challenges and opportunities for investors, thus increasing the value of professional advice. In order to navigate through these interesting times, investors require superior advice offered with full transparency.
My goal is to provide quality investment management implementation. My philosphy is to build long term value and create wealth. I embrace a comprehensive view that integrates asset allocation, assessment of risk, taxes, philanthropy and estate planning. There is a disciplined focus on investing in companies with strong fundamentals and sustainable, growing dividends. Kristin provides proficient service on the adminstrative side of portfolios. We are confident that we can maintain performance standards through a patient and consistent approach to overseeing your investable assets. Our ability to overcome our emotions and focus on the facts is the key to success.
Our team's strength is in our ability to build and retain a strong rapport with our clients, which comes from a sound understanding of their individual needs, goals and life vision. We have learned that becoming good advisors takes more than having good advice to offer. It takes commitment to listen and learn about our clients - and to care about them. We not only want you to understand your wealth but enjoy it too!
The investment world is always evolving and therefore, we are committed to education by taking courses each year that improve our capabilities. Please see the above tab 'Meet our Team' to learn more about each of us personally.
We Specialize in Customized Wealth Advisory Services
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage in life and require professional assistance with the management of your wealth, we can help.
What Makes Us Different?
Our competitive advantage is based upon detailed advice, thorough research and implementation of wealth management opportunities.
The process we take all of our clients through is what makes us different. We take the time to truly ensure that all aspects of our clients' personal and financial picture are taken into account. We stay true to our process.
In a business built on trust, we place a premium on exceptional client service. That's why we consider it our responsibility to build and strengthen relationships through an extensive awareness of what you value in life.
30 years in the industry, there is a proven record of working with clients and their families, providing them with peace of mind. Together we develop strategies that address all of their financial matters. This in turn helps them achieve their life goals and vision.
What Type of Client is Best Served by Us?
We enjoy working with great families! Our clients are business owners, farmers and retirees who are committed to achieving their life long goals. They understand the importance of consulting with professionals when it comes to their financial affairs and are willing to engage in a partnership that will ensure all aspects of their wealth are considered. Our clients appreciate organization and professional solutions.
With a full service investment firm, Tammy Slugoski Wealth Management has many tools and resources to help clients with financial decisions. We utilize our top ranked* Research Department in our planning process.