Jared Slansky

I help individuals and families with significant wealth develop strategies to manage their investments in alignment with custom plans. My practice focuses on fixed income strategies and procurement, equity portfolio design and curation,investment insurance strategies and review, retirement and income planning and estate investment management strategies. I can help you create diversified portfolios and investment strategies that are aligned with your Income needs, financial goals, philanthropic interests and Estate Plans. I can also review your current investments, insurance and provide recommendations tailored to your financial priorities. I began my career in 2001, earning my licenses alongside both of my parents, Neal and Elaine Slansky. I am grateful for those years working with them building my foundation. In, 2015, I went out on my own within Wells Fargo Advisors. After my father's sudden passing in 2021, I rejoined my mother to continue The Slansky Group of Wells Fargo Advisors’ legacy they built over four decades. With both my mother and longtime client associate Lori Degen now retired, I carry that tradition forward with a focus on personalized service and meaningful client relationships. Outside of work, I'm a devoted family man to my wife Kelly who works in Cancer research administration, father to my son Julius, and best friend to our French Bulldog Titus. I enjoy cooking, spending time in and by the water coaching youth sports and supporting philanthropic causes centered around Children, Cancer and Alzheimer's. AdTrax Number PM-11232026-8002396.1.1