Wealth Management   Could you use help organizing your finances?  Click Here Click here for a short video over-viewing our wealth management services. Jamie D. Sledge, CPA                       www.finra.org Certified Financial Planner (336)889-3013   Wealth Management is an integrated process of helping individuals manage their wealth. That usually involves the combination of several services depending on the individual’s personal needs. These services could include:  Investment Management Financial Planning Retirement Planning Estate Planning Asset Protection Cash Flow and Debt Management    These along with other services are based on a long term consultative relationship with a wealth manager. Our job as wealth manager is to have the working knowledge in each of these areas to work with other professionals from a team that we have established. Coordinating your financial well being and giving you the guidance to make informed decisions.    There are two stages of Wealth Management.    Wealth Accumulation— this is a period of high net income and the ability to accumulate investment assets at a rapid pace. Small business owners and professionals often fall in this category.   Wealth Preservation—This is often a stage that starts near or at retirement. The individual is most concerned with protecting what they have worked hard to earn and accumulate over the years. They want to preserve their wealth for their lifetime, children and grandchildren.    Why should I consider your Wealth Management Program?    Ask yourself the following Questions: Do you know for sure where your assets would go if you passed away? Would your spouse be able to handle the financial affairs if you were incapacitated? Are your investments diversified? Is your time better spent managing your business or investments? Are you working with multiple advisers that are not communicating with each other? These are just a few things to consider. There are many other areas with which wealth management can assist you.       Securities offered through Capital Investment Group, Inc. A Registered Broker-Dealer. Member FINRA/SIPC Supervisory Office: 17 Glenwood Ave., Raleigh, NC 27603 Tel. (919)831-2370 Fax (919) 832-7928