Meet Dan Slattery, CPA, PFS, Senior Advisor at 1900 Wealth. Dan is responsible for counseling high-net-worth individuals and families, particularly on tax planning, including estate, gift, and income tax planning. With over 38 years of experience as a practicing CPA and five years at 1900 Wealth, Dan has extensive knowledge in multigenerational wealth transfer techniques and planning for significant life events.
What drew you to the industry, specifically, your role within the industry?
The financial and tax planning industry has always interested me because it requires a deep understanding of the technical and human elements involved in wealth management. I enjoy the challenge of navigating complex tax rules and devising customized strategies for each client. I was particularly drawn to this role because it allows me to engage in meaningful problem-solving, where each client’s situation presents a unique puzzle. The satisfaction that comes from helping clients protect and grow their wealth while also securing their financial legacies truly motivates me.
What skills do you bring to your position and to servicing your clients?
I bring comprehensive technical skills, particularly in tax planning and wealth transfer strategies. With my background as a CPA, I have developed a firm grasp of tax laws and how they impact people’s financial plans. This experience helps me spot potential issues and opportunities for our clients, ensuring their financial strategies are solid and future-ready. I also try to make complex financial ideas understandable so clients feel confident and well-informed about their choices.
What, in your words, differentiates 1900 Wealth from the competition?
At 1900 Wealth, we don’t just handle investments; we look at our clients’ complete financial lives. Our team has multiple skills, so we can help with everything from managing investments to planning for taxes and estate issues. We pride ourselves on offering a personal touch, ensuring each client gets the attention and care they need. This approach sets us apart and helps us provide a level of service that’s hard to find anywhere else.
What do you see as current market trends?
More clients are taking the time to plan for their future, including younger generations getting more involved in managing family wealth. This trend is exciting, as it means we’re not just thinking about today but also preparing for a successful future.
What do you enjoy most about working at 1900 Wealth?
Working at 1900 Wealth provides a relationship between professional growth and personal well-being. The flexibility of part-time work allows me to stay actively engaged in a field I’m passionate about while also having time to pursue other interests. I also appreciate the culture of respect and collaboration within the firm, where every team member’s expertise is recognized and utilized to offer the best service to our clients. Professional development and personal satisfaction go hand in hand.
Outside of 1900 Wealth, what are some of your favorite local spots or activities you enjoy in or around San Antonio?
I value spending time with family and friends, especially around the Blanco River, which is a great spot for relaxation. I also enjoy getting away to the mountains for hiking in the summer or skiing in the winter. Traveling is a big part of my life, too—it’s a chance to explore new places and gain fresh perspectives. Back home, I like visiting local restaurants and enjoying a quiet evening outdoors.
