Finger-Pointing

At SLW, our objective is clear: To serve as your trusted advisor to help meet your fiduciary obligations and improve the retirement outcomes of your employees.

Retirement Plan Focused

Specialization is more important now than ever and a retirement plan needs the same focus from your advisor. SLW’s core focus is retirement plan consulting. To truly be an expert it requires constant research, day today focus and industry participation. All team members carry this experience and bring this bright perspective to our clients. We’re not wealth managers, stock brokers, insurance brokers or generalist financial advisors – we’re retirement plan consultants.

Unbiased Investment Fiduciary

SLW is dedicated to addressing all conflicts of interests.  Individuals, committees, consultants and other parties who serve as fiduciaries are required to disclose any conflicts of interest.  When they fail to identify conflicts, it’s a breach of fiduciary duty and they may be held personally liable.  SLW strongly believes in the Fiduciary Standard and providing an unbiased experience for our clients, giving them greater confidence that the advice provided has a common goal in sight.

Complete Transparency

SLW’s transparent nature allows for better decision-making as it relates to all aspects of the retirement plan, whether it is vendor selection, investment monitoring, or fees.

Independent & Open Approach

SLW operates independently from all providers and is only obligated to our clients.  This allows us to work with almost any money manager, custodian, recordkeeper, product or service provider. No one firm is the best at everything. That’s why we believe that having an independent and open approach allows us to find high quality service providers that specialize in each part of a financial solution. It also means we can assist with negotiating contracts, pricing and services independently at every level of the relationship.

Industry Thought Leadership

With a rapidly-changing marketplace, provider consolidation, and increased government regulation, having a firm that not only stays apprised of the issues, but provides solutions and insight to the industry and their clients is critical.  SLW’s involvement in multiple organizations, provider symposiums, and elite advisor roundtables across the country makes us well-known for our thought leadership.

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