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Slight Edge Wealth Management LLC.
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    • Home
    • About Us
    • Meet Our Team
    • Products & Services
    • Wealth Management
    • Our Partners
    • Disclosures
    • Contact Us
    • Schedule Virtual Meeting

904.483.0746

Slight Edge Wealth Management LLC.

Signed in as:

filler@godaddy.com

  • Home
  • About Us
  • Meet Our Team
  • Products & Services
  • Wealth Management
  • Our Partners
  • Disclosures
  • Contact Us
  • Schedule Virtual Meeting

Account


  • Bookings
  • My Account
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  • Sign In
  • Bookings
  • My Account

WE ARE A VIRTUAL FINANCIAL PLANNING & WEALTH MANAGEMENT FIRM

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.


We have a combined 35 years of industry experience with a ”Slight Edge“ mentality and approach to Financial Planning.  We are client-centric, with a tremendous amount of empathy for our clients and prospective clients.  

WE DO NOT DISCRIMINATE LIKE MANY FIRMS DO, WE BELIEVE EVERYONE DESERVES FINANCIAL PLANNING!



Why We Are A Virtual Wealth Management Firm...

Our Firm Being Virtual Opens Us Up To Working With Anyone, Anywhere.  There Are No More Barriers For Us.  That provides A Lot Of Freedom Not Only For Us, But For Our Clients & Prospective Clients.  


Being A Virtual Wealth Management Firm Means Our Clients Can Be Anywhere In The World, Too.  They're No Longer Limited To Working With Someone Based Solely On The Fact That Two Parties Are Present In The Same Town.  Our Clients Get To Choose The Absolute Best Financial Planner For Them, Based On What The Professional Can Provide, And Not Based On Where Everyone Happens To Be On A Map.


Our Clients Can Still Live In The Same Town As We Do.  They Can Still Live Within An Hour Or So Of A Face To Face Meeting.  Also, Our Clients Still Work Virtually With Us, Having A More Convenient Option Provided For Them.  


We Learned When You Force Clients To Meet In Person 100% Of The Time Is A Big Time Commitment.  They Might Have To Take Off Work, Find A Babysitter.  Then They Have To Get To Your Office,  And Deal With Traffic & Parking.  


A One Hour Meeting Becomes a Three Hour Ordeal For Those Who Work, Have Families, Or Need To Attend To Other Responsibilities.  Hosting Virtual Meetings Saves Time And Stress, And Provides A Better Experience For Our Clients.  



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