Slater Wealth Management

Slater Wealth Management An Independent Family Firm Committed to Serving Our Peoria Community www.finra.org, www.sipc.org.

Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the sta

tes in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We couldn’t let   go by without giving Bentley a little social media love!A true jack of all trades, he proudly serves a...
08/26/2026

We couldn’t let go by without giving Bentley a little social media love!

A true jack of all trades, he proudly serves as Head of Security, Assistant to the Operations Manager, and Chief Greenie Officer.

He’ll protect the farm, supervise the staff, and sell his soul without hesitation for a Greenie and a ride in the side-by-side. 🐾

Slater Wealth Management was happy to sponsor and send a team of golfers to participate in Baldovin Construction’s golf ...
08/22/2026

Slater Wealth Management was happy to sponsor and send a team of golfers to participate in Baldovin Construction’s golf outing for the benefit of Dream Center Peoria yesterday! ⛳️🏌️

Many thanks to our team - Brian Gruber (our partner at Gruber & Associates), Brad Pipkins, Noah Slater, and of course, Brian Slater - for representing!

Dream Center is a charity that is dear to the Slaters for all the work they do for our community, so if you haven’t yet checked into their work, do it now. 😊

Happy 25th wedding anniversary to the two who founded Slater Wealth Management eleven years ago!
08/12/2026

Happy 25th wedding anniversary to the two who founded Slater Wealth Management eleven years ago!

Third and final day of LPL Financial Focus 2026 for our guys. We can’t wait to hear about all the exciting new things th...
08/11/2026

Third and final day of LPL Financial Focus 2026 for our guys. We can’t wait to hear about all the exciting new things that are coming up for our clients and our team! 🙌🏻

Congratulations, Brian Slater, for earning a spot again in the Top 10% of LPL Advisors based on Assets Under Management and Customer Service. We are proud to be on your team! 🏆🏅

Happy Monday, everyone!Check out our newest website updates!
08/03/2026

Happy Monday, everyone!

Check out our newest website updates!

We create a clear, personalized roadmap for the next chapter of life—whether that means selling a business, traveling more, or simply retiring with confidence. His process connects both business and personal finances into one cohesive strategy, offering guidance on everything from 401(k)s and esta...

‼️BUSINESS OWNERS‼️To offer our business owner clients an all encompassing experience, Slater Wealth Management joined f...
07/30/2026

‼️BUSINESS OWNERS‼️

To offer our business owner clients an all encompassing experience, Slater Wealth Management joined forces with Gruber and Associates in 2025.

What this means:
While the Slater team specializes in…

💰Retirement Planning (401k management, for example)
💰Tax Management
💰Business Growth and Succession
💰Investment Management for businesses, the Gruber team offers…

📑 Employee Benefits
📑 Commercial Insurance (such as property and worker’s compensation)
📑 Specialty Insurances

Learn more about what Slater Wealth Management offers business owners here. ⏬

https://www.slaterwealthmanagement.com/business-owners

Learn more about Brian Gruber and Gruber and Associates here. ⏬

https://gruberhq.com/

Want to take a peek at the monthly digital magazine that our clients get to see?Click the link below to access the July ...
07/29/2026

Want to take a peek at the monthly digital magazine that our clients get to see?

Click the link below to access the July edition. ⬇⬇⬇

Brought to you Compliments of Team Slater share This Article Edition share This Article Edition Brought to you byTeam Slater ::test Share Array ( [0] => Array ( [item_type] => phone [content] => Array ( [label] => Office [number] => 3092408525 [extension] => ) ) [1] => Array ( [item_type] => email [...

‼️Did you know that we are licensed in and service clients in 23 states so far?No matter where you live in the USA 🇺🇸, w...
07/28/2026

‼️Did you know that we are licensed in and service clients in 23 states so far?

No matter where you live in the USA 🇺🇸, we can help you achieve your financial goals.

📞 Call us to chat!

How cool is this?The folks at Delaware Life put Brian’s name, among others, on the hood of their car at the Chicagoland ...
07/27/2026

How cool is this?
The folks at Delaware Life put Brian’s name, among others, on the hood of their car at the Chicagoland Veteran Race on July 5! 🇺🇸🇺🇸🇺🇸

What a huge honor! Thank you, Delaware Life!

“Meet the Team,” day 4.Tammy Slater-Spencer (yep, she is Brian’s big sister) is the world’s greatest relationship manage...
07/24/2026

“Meet the Team,” day 4.

Tammy Slater-Spencer (yep, she is Brian’s big sister) is the world’s greatest relationship manager and we are lucky that she chose to join the Slater Wealth Management team nearly two years ago.

🧰 She and her husband, Doug, have owned and operated their own floor leveling and decorative concrete business since 1998.
🌴 She lives and works remotely in California where her three daughters, sons in law, and seven grandchildren keep her very busy.
🤹🏻‍♀️ She has more than three decades experience in client service and is a master multitasker.

🦹🏼‍♀️ Tammy’s superpower is her ability to connect with literally anybody. She is a first-rate conversationalist who truly enjoys the time she spends chatting with our clients.

Address

240 SW Jefferson Avenue, Suite 300, IL 61606
Peoria, IL
61602

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Alerts

Be the first to know and let us send you an email when Slater Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share