A complete list of active advisors currently associated with Sledge and Company Wealth Advisors
Warmer can help you find a great advisor at Sledge and Company Wealth Advisors or one who fits your needs even better.
Sledge and Company Wealth Advisors provides personalized wealth management and financial planning to individuals, trusts, foundations, and corporations. The firm manages about $183.4 million in discretionary assets across 429 accounts and generally requires a $500,000 account minimum (which it may waive). The firm develops investment policy statements from client questionnaires and discussions, and typically manages portfolios on a discretionary basis using a mix of mutual funds, index funds, ETFs, stocks, bonds, and options. Its research and portfolio process incorporates publicly available research, technical analysis and Monte Carlo analysis, and it may utilize third‑party money managers as part of implementation; financial planning covers cash flow, tax, retirement, education, estate and insurance considerations. Several features distinguish the firm from many peers: certain professionals are registered representatives of a broker‑dealer (Capital Investment Group, Inc.) and may receive commissions for securities sales, and some professionals are licensed insurance agents who may receive insurance commissions. The firm is also affiliated with an accounting practice, with the affiliated CPA firm providing referrals and administrative services; these relationships and related conflicts of interest are disclosed and addressed through the firm’s policies and Code of Ethics.
To learn more about the advisors currently working at Sledge and Company Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
High Point, NC
| 16
| |
High Point, NC
| 1
| |
High Point, NC
| 26
| |
High Point, NC
| 2
|
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