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Building your foundation for

We build custom financial plans for pre-retirement, retirement and post-retirement.


Radio Show


Private Client Process

Our Mission Statement is to take care of you, our client. For our exclusive private clients, we utilize our Four Pillars of Financial Wealth process. Together we aim to build your overall financial house on a foundation that protects your legacy and seeks to secure your future. Our goal is to have you live your best life for today and tomorrow.

Meet Kelley Slaught of California Wealth Advisors

Get started in 3 easy steps:

Our team can help you get started on your financial foundation!


We take the time to understand and prioritize what’s most important to you and your financial house in the areas of investments, risk, estate and family.


Our team of experts will work together to research and gather the necessary details to custom tailor solutions.


We will deliver on your financial roadmap that clearly identifies a plan and continuous next steps.

Radio Show & Podcast Host

Kelley Slaught

Kelley Slaught, our owner and CEO, has years of experience in helping people make knowledgeable financial decisions. That’s why she hosts the radio show and podcast, KELLEY’S BULL MARKET NEWS, which you can listen to live from Los Angeles on KNX 1070 AM every Saturday at 7-8 a.m. PST, or on-demand anytime via podcast. Listen here:

Meet the Team Behind
California Wealth Advisors

Learn More About
Our MAS Process

Learn More About
Our MAS Process


How to Avoid the Six Biggest Blunders

This book is not your typical book on retirement planning. This book is my published manifesto, a public declaration of my motives and intentions to help as many people as possible achieve  something of great importance: a happy and successful retirement. In these pages I do not recommend specific financial products or services. Instead, I explain a philosophy that takes the mystery out of retirement planning.

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Want to learn more?

Learn more about financial planning, retirement income strategies, wealth management and more by attending a live workshop!

The CWA Private Client Process

The PRIVATE CLIENT PROCESS will focus on your Financial House and deliver on the increased demand for diverse planning needs. We prioritize and focus on the 4 Pillars of Financial Wealth:

  1. Investments
  2. Risk Management
  3. Estate Planning
  4. Family Office/Vault

We work as your Financial Director along with our Strategic Planners and Relationship Managers to discuss each pillar and the potential vulnerabilities to find and capitalize on fixing the problems specific to you.

We value each exclusive relationship we accept into our Private Client Process and provide the upmost integrity and commitment to you. We pledge to deliver excellent service to our Private Clients.

What do we offer?


Our firm specializes in helping individuals develop sound investment and retirement strategies.



We have educational resources for you!

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