Wealth Management Services
Could you use help organizing your Finances?
- 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 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.