Who We Are

We are independent advisors committed to providing our clients with financial clarity and success. We focus on assisting business owners, individuals and families achieve their short and long term financial goals. Slade & Company gets to know every client personally. We believe this is essential in the development and implementation of a successful financial strategy.

Our firm is driven by the belief that high ethical standards are needed now more than ever and should be the most important factor in the selection of an advisor Our story is best told in person, and we look forward to hearing yours. Thanks for spending time on our website. We look forward to meeting you.

Our Process

Below are the formal steps we would take to establish the relationship under which we would begin to serve you. This basic process applies if you’re meeting us to address comprehensive financial planning, tax advice and preparation or both.

The initial meeting is a chance for us to get acquainted. You can ask any questions you have about our services, financial planning process as well as tax concerns. It also allows us to assess your needs and expectations and how we can be of service. Ultimately, it is a relaxed setting in which we can jointly understand whether the relationship will be a good fit. There is no obligation for you to become a client should you come in for an initial meeting.

Once we have a chance to get to know each other and expectations are set we begin to discuss the heart of what brought you into our office. Are you concerned about retirement, have you gotten a recent letter from the IRS. When we have identified our client’s goals we work closely with them to develop a plan of action. Once a plan of action has been developed we work with our clients to find the appropriate solutions and monitor the progress in a structured ongoing process.