Balancing Your Life Goals with Financial Results
Symbolizing balance and stability, our stacked stones mark a pathway toward your one best financial life.
Our Purpose is to Help You:
Build
...a durable foundation of true financial independence.
Create
...a lasting legacy for you and those you most care about.
Fulfill
...your lifetime aspirations and achieve your financial goals.
At SlateStone Wealth, we build enduring partnerships focused on your success. We provide creative, customized and comprehensive wealth management solutions to help protect and grow your wealth.
Our goal is to be your primary advocate, building a lasting partnership to help you live your one best financial life.
Creative Solutions Where your aspirations meet our inspiration.
Building a durable financial foundation that balances your personal and financial goals requires creativity; it means thinking about your wealth in a different way.
After all, wealth is not a destination, it's a means to live the life you envision.
By understanding your priorities, we gain a sense of perspective. And together, we turn your ideas into an actionable financial plan built to last a lifetime - and beyond.
Creativity applied to your finances can help us solve problems and open a pathway to new opportunities.
Our team puts decades of experience behind you to coach you along life's path, offering solutions and suggesting course corrections so you have greater clarity, confidence and control over your life.
We put insights into action.
Life Guidance
& Planning
We identify your unique needs, then create a tailored wealth plan that serves as a roadmap for our advisory relationship.
Custom Asset
Management
Our dynamic investment approach is based on positioning a portfolio for real growth while avoiding a permanent loss of capital.
Women &
Wealth
Women working with women to provide clarity, confidence and control over their financial futures.
Our Corporate Leadership Team
We have built a culture where inspiration, improvement and accomplishment are words that bind us in our mission to help our clients realize their life’s goals and aspirations.
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Sharon “Sherri” Daniels
Co-Founder, Managing Partner
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Patrick E. Tylander
Co-Founder, Managing Partner
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Milagros “Millie” Kleiner, MBA
Founding Partner
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Daniel D. Payne, CFA
Chief investment Officer, Partner
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Dennis Harkin
Chief Operating Officer, Partner
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Michael J. Coady
Chief Strategy & Growth Officer
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Kenny Polcari
Chief Market Strategist, Partner
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Ryan D. Erickson, CFA®
Managing Director, Senior Portfolio Manager, Partner
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Troy C. Sorel, MBA
Managing Director, Sr. Wealth Advisor, Partner
