Balancing Your Life Goals with Financial Results
Our Purpose is to Help You:
Build
Create
Fulfill
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.
Life Guidance & Planning
Custom Asset Management
Women & Wealth
Partnering for Your Success
When we partner with you, we do so with a long-term perspective. We strive to earn your trust and confidence and exceed your expectations and those of your spouse, children and grandchildren. In this way, we can help ensure you accomplish your life goals and that your legacy can carry on for generations to come.
The Latest
Creative Solutions
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.
We are thrilled and deeply honored to be recognized for a second year in a row as a top advisors in Worth Magazine’s esteemed Top Registered Investment Advisor Firms 2025 – Worth! This recognition is a testament to the unwavering dedication, expertise, and commitment to excellence that define SlateStone Wealth. It reaffirms our belief in the power of personalized financial guidance and the profound impact it has on our clients’ lives.
At SlateStone Wealth, we strive to go above and beyond to provide insightful solutions tailored to each client’s unique financial journey. This recognition serves as a reminder of the trust and confidence our clients place in us, and we are profoundly grateful for the opportunity to make a positive difference in their financial well-being. We owe this achievement to the hard work and collaboration of our talented team, whose passion for empowering clients fuels our success every day.
As we celebrate this milestone, we remain steadfast in our commitment to delivering exceptional service and helping our clients navigate the complexities of the financial landscape with confidence and clarity. We extend our heartfelt gratitude to Worth Magazine for this prestigious honor and to our clients for their continued trust and support. Here’s to another year of growth, prosperity, and making meaningful strides toward our clients’ financial goals.
Disclosure:
The Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including AUM of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers. These firms craft tailored strategies to manage our readers’ wealth.
Leading Advisors Selection Methodology
The core value of the Leading Advisor program to our readers lies in its rigorous selection process and the credibility it bestows upon each listed advisor. Featured Registered Investment Advisor firms has successfully cleared stringent benchmarks:
- AUM of Over $500 Million: Demonstrates substantial experience and trust in handling significant wealth.
- Predominantly High-Net-Worth Clients: Shows specialized expertise in managing the complex financial situations typical of wealthier clients.
- Substantial Planning Clientele: Indicates a focus on comprehensive financial planning rather than simple asset management.
- Independence from Broker-Dealers: Ensures advice is unbiased and purely client-centric.
The rankings were developed in collaboration with Institutional Shareholder Services (ISS), a proxy advisory firm that helps investors comply with SEC rules for Form N-PX disclosure of proxy voting records. The Securities and Exchange Commission (SEC) requires companies to compile and present financial and business information, reports, and disclosures to provide transparency to investors and the public. Leading Advisor assessments are based on the data that firms submit to the SEC in these disclosures. The public can review SEC filings through the commission’s online database, EDGAR.
The article can be found on Worth Magazine
This rating was given on 5/11/2024 by Worth and was developed with Institutional Shareholder Services (ISS) Market Intelligence. This is an annual list and the period on which this rating was based is 2024. No fees were paid to ISS or Worth to obtain this ranking.
Our Corporate Leadership Team
Founder, Co-CEO
Founder, Co-CEO
Founding Partner
Chief Investment Officer, Partner
Chief Operating Officer, Partner
Chief Strategy & Growth Officer, Partner
Chief Market Strategist, Partner
Managing Director, Senior Portfolio Manager, Partner
Managing Director, Sr. Wealth Advisor, Partner