For over 25 years, we have been dedicated to: 

• the art of financial planning
• creating transparent relationships
• wealth management
• retirement strategies

It's our passion to empower individuals and businesses to realize their financial goals. 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.

Our Approach & Philosophy: Navigating the financial landscape can be complex, but we believe it doesn't have to be daunting. Our philosophy is rooted in clear, empathetic communication and a deep understanding of each client's unique needs. We pride ourselves on being forward thinkers, always anticipating your needs and the movements of the market.

What We Offer: We bring a rich tapestry of skills to the table– from investment management, and retirement planning, to risk assessment and income planning. Our approach is holistic and human-centered, ensuring that every aspect of your financial life is addressed with care and expertise.

Personal Touch: In this journey, you are not just numbers or portfolios; you’re a part of the Slight Edge Wealth Strategies family. We are driven by the relationships we build and the success stories we create together. Being resilient, relentless, and competitive means we never settle for less than the best outcomes for those we advise.

At Slight Edge Wealth Strategies, we are not just managing wealth, we are nurturing dreams, securing futures, and building legacies. We are high on life, driven by your success, and passionate about every story of financial triumph. Let's embark on this journey together – towards a future that is as bright as our combined efforts.