Tony Matheson, CFA, CFP®

Education-based financial planning and strategic investment management.

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Slalom Wealth Management Tony Matheson, CFA, CFP®
Sacramento, CA

Serving Clients Nationwide

Education-based financial planning and strategic investment management.

Areas of Focus

  • Inherited Wealth
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Social Security
  • Taxes

About Tony Matheson, CFA, CFP®

Navigating retirement is one of life's biggest transitions, which is why you shouldn't face it alone. I founded Slalom Wealth in 2018 to help people like you overcome the unknowns of retirement and achieve the clarity, confidence, and support you deserve.

I wanted to apply my 20+ years of financial experience to build an independent, fee-only firm that puts relationships first and guides clients through the challenges of retirement. As your financial partner, nothing is off the table. I want to be your first call when you're facing a tough question or new opportunity.

As a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® (CFA®), I have a deep commitment to the technical side of finances. But I also have a passion for helping you simplify the complex, answer the right questions, and understand your options so that you can fully enjoy retirement.
I proudly live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me:

Riding my Peloton bike or boating on the Sacramento River
Watching a Formula One race (I travel each year to watch one live!)
Enjoying a bottle of my favorite wine, a Frank Family Chardonnay

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute
  • Fee Only Network
  • Financial Planning Association
  • Foundation for Financial Planning
  • The AGC
  • XY Planning Network

Primary Location

836 57th St, Ste 457 Sacramento, CA 95819

Video

https://www.youtube.com/watch?v=LjMJew3353Y

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. Before we dive into any financial details, we want to start with a 20-minute phone call. This gives us both a chance to make sure your situation and objectives match our expertise. I look forward to speaking with you.

Offers Investment Management

Yes

About Slalom Wealth Management

We have the experience to help you achieve your financial goals.

Finances are personal, which is why we want you to feel comfortable sharing your goals and asking your key questions. Our team not only brings the expertise, but the personal, casual approach that can help you understand all facets of your finances.

WHY WORK WITH US?

✅ Collaboration: We’re here to serve as a sounding board for all your questions and ideas. Our mission is to help you feel as secure as possible when it comes to your decisions and how they impact your financial future.

✅ Education: Finances can be confusing and complex, but part of our job as a financial advisor is to demystify the process by providing easy-to-understand explanations that clarify, educate, and remove uncertainty.

✅ Commitment: As a fiduciary, we’re fully committed to you and your success. As your journey evolves, we’ll be by your side every step of the way.

We are a fee-only financial planning and wealth management firm specializing in helping sales professionals and small business owners that are approaching retirement.

We begin by helping our clients envision the life they want to lead in the future, while in the present live their great life. Next we collaborate together and create a strategic plan to maximize the opportunities from their income and current assets to map out a plan. We also manage investments for clients and help clients plan for major life events while incorporating tax mitigation and estate planning guidance into our planning considerations.

Located in Sacramento, CA - we serve our clients both locally and virtually nationwide.

Education

University of California, Berkeley | Bethany University, Bachelor of Arts - BA, Theology

Hobbies and Interests

  • Boating
  • Cycling
  • Family
  • Golf
  • Skiing
  • Softball

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Sales Professionals

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