DAG Wealth

Joe Slattery

Investment Advisor

Joe Slattery is an Investment Advisor with DAG Wealth. He holds the Series 65, 63, and SIE along with an insurance license, and brings the perspective of a lifelong entrepreneur, business owner, and real estate owner and manager, including prior work as an IAR with Penn Mutual. A longtime crypto investor, he was drawn to the chance to start as an independent advisor on the bleeding edge of the digital asset industry. His strengths include building relationships and partnerships, sales and networking, regulatory and compliance navigation, strategic financial thinking, and extreme ownership. Raised in a long line of business owners, where work ethic was discussed around every meal, and shaped by a multi-sport upbringing, he wants to help clients cut through confusion about their investments, find peace of mind for retirement, and leave a legacy for their families. Outside of work he is passionate about business and enjoys basketball, golf, snowboarding, hiking, hunting, and building things with his hands. He values honesty and authenticity above all in his client relationships. He lives in Denver, Colorado.

Compliance

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services; tax matters are handled through referrals to qualified tax professionals. DAG is not a financial advisor and does not provide financial advice. Investment advisory services are offered through Digital Wealth Partners LLC (CRD No. 328627), an SEC Registered Investment Advisor. Digital Wealth Partners LLC is doing business as Digital Ascension Group – Wealth (“DAG Wealth”). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov. Registration does not imply a particular level of skill or training.

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