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Joseph C
Series 63, Series 65
Jacksonville, FL
Slight Edge Wealth Strategies, LLC
Joseph Carey is a financial advisor with Slight Edge Wealth Strategies, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MVP Financial Services, Dynamique Capital Advisors, and Principal Securities. Carey is also an associate managing director focusing on insurance production activities. Slight Edge Wealth Strategies serves pooled vehicles and institutional accounts and offers portfolio management through third-party separately managed account platforms, retirement plan consulting, and financial-planning webinars. The firm’s investment approach emphasizes fundamental analysis, diversified asset allocation, and risk management, typically utilizing passive mutual funds and ETFs while incorporating fixed income, alternatives, insurance products, or tactical allocations as appropriate.
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