Investment Philosophy

Using the financial plan as the blue print, clients of Slade Wealth Management are assured that all investment recommendations are made with their best interests in mind.

The team at Slade Wealth Management recommends investment solutions to our clients that are clear, concise and fully explainable to them so clients are confident and aware of their financial position.

Our regular communication with our clients including face to face meetings, keep them updated on the state of their portfolio. Staying current in an ever changing financial marketplace, we identify potential changes to our clients and make recommendations within the long term financial goals as outlined in their individual financial plan.

In working with us and being an active part of the process as to how their money is being managed, clients have the confidence that together we are "Paving the Road Ahead."