Sladek & Witek, LLP

Overview

Sladek & Witek, LLP is a Connecticut-based limited liability partnership operating as an independent registered investment adviser focused on individual and family clients. The firm combines accounting practice activity with advisory services, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Ownership is individual rather than institutional, and the firm operates as a capital allocator that brings third-party managers into client portfolios when appropriate. Fee arrangements include percentage-of-assets, hourly billing, and other fee types. Sladek & Witek does not present itself as an ESG investor and is not organized as a multi-state advisory platform; its business mix reflects a small, locally concentrated practice rather than a national multi-office RIA network.

Assets & Accounts

Investments & Alternatives

Location & Offices