Who We Are

Nick Sloane, ChFC®, CRC®

Nick's photo

Nick Sloane is President of Sloane Wealth Management and has been an outstanding financial services professional for over thirty years. He is certified by the American College in Bryn Mawr, Pennsylvania as a Chartered Financial Consultant (ChFC®) and has received the Certified Retirement Counselor (CRC®) designation by the International Foundation for Retirement Education. He acts as a fiduciary Investment Adviser Representative of SGL Financial, LLC, a Registered Investment Adviser.

His has been featured in such publications as The Chicago Tribune, U.S. News & World Report, The Daily Herald, Investors Business Daily, Fiduciary News, Financial Advisor magazine, Yahoo Finance and others.

Nick takes a holistic approach in working with clients to help create the retirement plan best suited to them. He helps them avoid any threat of running out of money during their lifetimes; makes sure they are able to pay for health care and long-term care costs; as well as reduce unnecessary risk with investments. He also ensures their estate planning is up to date, helps them find ways to reduce taxes and much more.

Nick considers that things will change, not only with the personal lives of his clients, but also how the financial world innovates or moves in different directions.  Therefore, he stays on top of current financial trends and helps clients build flexibility into their retirement plans.  This approach goes beyond just setting the foundation for their financial futures; it allows them to more readily adjust when needed.

Nick is a lifelong Chicago area resident and currently resides in Glendale Heights, IL. For fun, he attempts to play golf, likes to hike in the summer and enjoys travel to warm weather destinations in the winter. Other hobbies include cars, bicycles and motorcycles. He also enjoys keeping up with current financial and political trends and spending time with family and friends.

Why Nick Sloane

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