Sloan Wealth Management Employee Directory

Investment ManagementTexas, United States2-10 Employees

Sloan Wealth Management operates in the investment management sector, working with individuals, trusts, foundations, corporate accounts, and associations that have at least $5 million in assets to navigate wealth management options. The firm crafts an individualized assessment of each client’s financial position, goals, and risk tolerance, then develops an asset allocation strategy aimed at achieving defined returns while controlling risk. It employs a proprietary tactical model that reflects current portfolio management thinking, a method the firm has used for more than 25 years. Based in Dallas, Texas, Sloan Wealth Management emphasizes standards of service, expertise, and integrity in managing complex financial decisions for its clients.

The company positions itself as a specialized advisor within the investment management industry, focusing on sophisticated portfolios and tailored guidance for high-asset, institutionally minded clients. The recent development noted is a significant acquisition involving Sloan Investment Management by EP Wealth Advisors, indicating industry consolidation and broader market activity in wealth management. Sloan operates from a location in Dallas and maintains a professional profile intended for a credentialed, asset-rich client base.

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