Introducing
The Unio Advisor Platform
Virtual Office Visit at Sierra Ridge Wealth Management
With Special Guest
Atria Wealth Solutions
Publications
More than a 40-under-40: The one and only James Slaughter
NEXT Advisor James Slaughter to be Awarded for Professional Achievement, Community Contributions SACRAMENTO, CA. – November 19, 2019 – James Slaughter, co-founder and president of rapidly growing Sierra Ridge Wealth Management, will be honored tonight as one of Sacramento’s 40 Under 40 award winners. Each year, the Sacramento Business Journal recognizes 40 people under the … Read More
Read MoreFour common mistakes people make when hiring a Financial Advisor
I recently met with a 26-year-old single woman with zero dependents. She makes $75,000 a year and was sold a $5,000,000 overfunded permanent insurance policy where her annual premiums are $26,000. Without going into all the details, I can confidently say this woman was taken advantage of by an insurance-slinging salesperson who calls themself a … Read More
Read MoreCapital Market Outlook
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