Wealth Management Services

Could you use help organizing your Finances?

Have you ever caught yourself wondering if a wealth management program is the right fit for you, or wondering when is the right time to start?  If so, ask yourself some of these questions to see if now is the time to consider what areas wealth management can assist you.  

  • Would your loved ones be able to handle the financial affairs if you were incapacitated?
  • Do you know for sure where your assets would go if you passed away?
  • Are your investments diversified?
  • Is your time better spent managing your business, enjoying life, or examining your investments?
  • Are you working with multiple advisors that are not communicating with each other?
Wealth Management is an integrated process of helping individuals manage their wealth.   This usually involves a combination of services depending on the individual's personal needs.  From Financial Planning, to asset protection, to investments, cash flow or debt management, a wealth manager will work with you to evaluate your financial position, examine your financial goals, and create a plan to meet them.   By creating a long term consultative relationship, we will work with other professions to establish a team and walk alongside you to help give you the guidance to make smart, informed financial decisions.  

Wealth Management Services Offered: 

  • Financial Planning
  • Asset Protection
  • Investment Management
  • Cash Flow or Debit Management

Sledge and Company, PLLC is a Certified Public Accountants and Consultants firm / Sledge and Company Wealth Advisors, LLC is affliated with The Wealth Group, LTD, a North Carolina Registered Investment Advisory Firm.  Securities offered through Capital Investment Group, Inc. Member FINRA/SPIC - 100 Six Forks Road, Raleigh, NC 27063 - (919) 831-2370.  

Featured Articles

Subscribe to our Emailed Newsletter