Greg Cancino - Raymond James Financial Services

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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,

Visit our office today located in Newport Beach, CA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.