Case Slattery Wealth Partners

Case Slattery Wealth Partners is a financial services firm based in Omaha, Nebraska. Employing 5 to 9 individuals, the company generates revenue in the range of $5 million annually. Case Slattery Wealth Partners specializes in helping clients achieve and maintain financial independence across generations. They achieve this by building strong client relationships based on trust, crafting personalized financial plans, and providing dedicated customer service. The firm tailors its investment strategies to each client's unique goals and ensures ongoing portfolio monitoring in coordination with other advisors, such as CPAs and attorneys, to optimize tax efficiency and estate planning. What sets Case Slattery apart is their commitment to personalized service and attention to detail. Rather than being a one-size-fits-all solution, they focus on understanding each client's individual needs and aspirations, whether it's funding a dream retirement, traveling the world, or maintaining a desired lifestyle. For more information about Case Slattery Wealth Partners and their services, please visit their website at caseslattery.com. Securities offered through Securities America, Inc., member FINRA/SIPC, Shannon Case and Mark Slattery, Registered Representatives. Advisory services offered through Securities America Advisors, Inc. CaseSlattery and Securities America are Separate Companies.