Shlecter Wealth Management LLC is a California Registered Investment Advisor (RIA). Our mission is to support our clients in their quest to live their best possible lives.
We operate under a strict fiduciary standard, which means our client’s interests in investment selection always come first. Our compensation is exclusively based on assets under management – we never receive commissions on investment products.
Our belief is that every client is unique, and we will craft your financial plan and investments accordingly. We devote the time to provide a “concierge” level of service, particularly as your life circumstances evolve.
Our investment approach focuses on the importance of asset category allocation. Efficient exchange traded funds (ETF) exist for every important asset class today. But the decision remains to select from a large number of these products. We also incorporate lesser-used proprietary strategies to enhance yield while reducing portfolio volatility.
We have a strong technology infrastructure to assure that your service needs can always be met. Your portfolio will be hosted at Schwab, the leader in custody for RIAs and their clients. We constantly monitor our technology to ensure that it is reliable, secure, and ready for contingencies.
We never lose sight of your financial situation as we know it affects both your life as well as your legacy.