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Joe Slattery, Investment Advisor

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.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. 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 independent tax professionals.

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.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through DAG Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). 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.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.