Slocum Wealth Management

Slocum Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Ralph M. Slocum was born and raised in Palo Alto, CA but has lived in the central coast since 1982. His father was in Venture Capital and his Grandfather a Stock Broker. Since 1987, Ralph has worked in the financial services industry.

Ralph's resume includes major wall street firms such as Dean Witter Reynolds, Morgan Stanley and UBS where he served high net worth individuals and institutions as Senior Vice President of Investments, Senior Consultant of Managed Accounts, and Financial Consultant.In addition, he served as supervisor to dozens of his fellow brokers over the past 20 years.

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LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

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