Terms and Conditions


We appreciate your interest in SlateStone Wealth, LLC.

SlateStone Wealth, LLC (“SlateStone”) is an SEC registered investment advisor headquartered in Jupiter, Florida. SlateStone and its representatives maintain compliance with the current filing and disclosure requirements as imposed on the firm and in the states in which its clients reside. For additional information pertaining to SlateStone’s registration status you may contact the SEC directly. A copy of our ADV Part 2, written disclosure brochure, which describes our business operations, management, services and fees is also available upon written request from SlateStone.

SlateStone’s web site is limited to the dissemination of general information pertaining to its business services and is for informational and educational purposes only. The information provided is for the sole use of our clients, prospective clients, and business partners, and only in connection with the purposes for which it is presented. The firm does not transact business on its web site nor should information herein be construed as financial advice. Accordingly, any information published on this web site, is not an offer to sell, or an attempt to effect securities transactions or to be considered personalized investment advice over the Internet. To receive financial advice from SlateStone, the consumer or prospective client must enter into a written agreement with the firm after direct contact with one of SlateStone’s representatives who is registered in the prospective client’s state of residence or who qualifies for an exemption from registration in the state where the prospective client resides.

Each client and prospective client agrees, as a condition of accessing SlateStone’s web site, to release and hold harmless SlateStone, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any action and/or omission which are independent of such client or prospective client’s receipt of personalized individual advice from SlateStone.

Opinion expressed herein are subject to change without notice. SlateStone makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any affiliated third party, whether linked to SlateStone’s web site or included herein. Furthermore, SlateStone has obtained information from sources it believes to be reliable, but has not verified such information independently for its accuracy.

By accepting delivery of the information, the recipient agrees that the information set forth may not be reproduced, reprinted, disseminated, displayed, or utilized for any reason other than the purposes expressed by SlateStone without the prior written consent of SlateStone

Thank you for visiting our web site we welcome your interest.