Wisdom Trading

Shawn Dewane - Raymond James in Newport Beach is dedicated to assisting high-net-worth individuals in achieving their financial objectives through expert advice and innovative investment approaches. With a focus on experienced guidance and insightful strategies, our team is committed to helping clients navigate the complexities of wealth management to secure their financial future. Generated from their website's infomation

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,

Mortgage Lender