Centerpoint Financial Management

Strategic Wealth Partners has over 30 years of experience working with clients, helping clients achieve their financial goals and protecting their assets by providing Retirement Planning, Estate Planning and College Planning & Funding solutions to clients in Newport Beach, Ca and surrounding areas.

HistoryThe greatest leaders and innovations in history have been created by optimists. Our firm name, Sidoxia, is inspired by the Greek word for optimism. For every problem there is an opportunity and solution. Sidoxia was established to fill a void in the financial services marketplace for independent, client-driven advice that is free of conflicts. Sidoxia was founded by Wade W. Slome, CFA, CFP in late 2007. Having managed a $20 billion mutual fund and worked in the industry for more than twenty years, Mr. Slome's extensive experience and credentials allow him to provide institutional-quality service to all clients.SpecialtiesSidoxia Capital Management, LLC is a fee-only financial planning and investment advisory firm based in Newport Beach, California. Financial advisor Wade W., Slome, CFA, CFP uses his 20 years of experience as a financial planner and investment manager to assist clients in achieving their financial goals. Sidoxia provides financial planning, investment planning, retirement planning, estate planning, and business planning for individuals, entrepreneurs, and institutions. As an author (How I Managed $20,000,000,000.00 by age 32), college instructor, and lead editor of the Top 25 Nationwide Blog,

Clear View Mortgage, located in Newport Beach, CA, is dedicated to providing tailored mortgage solutions for first-time homebuyers, real estate investors, and those seeking beachfront properties. The company prides itself on its partnerships with top investors in the residential mortgage sector, ensuring competitive interest rates and a commitment to timely loan closures. The team at Clear View Mortgage focuses on exceptional service and effective communication, aiming to simplify and enhance the home buying experience. They specialize in various loan products, including jumbo, conventional, FHA, VA loans, and options for self-employed borrowers, making them a versatile choice in the lending market. Generated from the website