Advisors at this firm
Kurt S
CFP®
High Point, NC
Sledge and Company Wealth Advisors
Kurt Shuler is a CFP® professional with two years of experience, currently with Sledge and Company Wealth Advisors in High Point, NC. Prior to joining Sledge and Company Wealth Advisors in 2024, he worked at WealthFD for one year and was a student for eight years. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a mix of mutual funds, index funds, ETFs, stocks, bonds, and options, utilizing both internal research and third-party money managers.
Warren C
PFS™, Series 63, Series 65
High Point, NC
Sledge and Company Wealth Advisors
Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.
Justin S
Series 65
High Point, NC
Sledge and Company Wealth Advisors
Justin Sledge is a financial advisor at Sledge and Company Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at The Wealth Group, Ltd. and Capital Investment Companies, where he is also licensed to sell life insurance. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment process that includes public research, technical analysis, and Monte Carlo simulations.
Jamie S
CFP®, PFS™, Series 66
High Point, NC
Sledge and Company Wealth Advisors
Jamie Sledge is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He is currently with Sledge and Company Wealth Advisors and has previously worked at The Wealth Group, Ltd. and Capital Investment Group, Inc. He also operates a CPA firm, providing accounting services. Sledge and Company Wealth Advisors offers personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a combination of mutual funds, ETFs, stocks, bonds, and options, supported by proprietary research, technical analysis, and Monte Carlo simulations.
