Business Profile:

Slight Edge Wealth Management LLC.


Jacksonville , FL

Phone: 9044830746
Website: slightedgewealthmanagement.com

We are a Virtual Registered Investment Advisory Firm Registered In The State of Florida. We offer fee based investment advice and financial planning. We are also an Insurance Agency that offers multiple insurance products and services. WE BELIEVE EVERYONE DESERVES FINANCIAL PLANNING!

At Slight Edge Wealth Management LLC. It’s just that! We have a very holistic approach and a philosophy that’s different from rudimentary wealth management firms. We believe in creating “SAFETY PIECES” within individuals portfolios. With the concern of many regarding the fear of “running out of money” we incorporate a philosophy of making sure that doesn’t happen to our clients. We couple Investments and Insurance strategies to accomplish this. We want to earn our clients continued trust and a knowing that we have their true interests at heart! We hope to earn yours too!!

What differentiates you from the competition?We Don’t Discriminate
What are your top selling services or products that your company offers?Our Approach ( We go against the grain of the rudimentary firms). We believe in the holistic principles of both investments and insurance.
If you had one message to get across to future customers, what would it be?Everyone Deserves Financial Planning & It Isn’t Just For “Rich People”

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