Regular review meetings and planning updates
What We Do
A Clear, Deliberate Approach to Wealth Management
Managing wealth involves a series of interconnected decisions—across planning, investments, taxes, and governance. SlateStone’s approach brings these elements together within a disciplined, long-term framework, allowing decisions to be evaluated in context and aligned with what matters most.
Investment Management
SlateStone’s investment management approach is actively managed and grounded in discipline and a methodical approach to investment selection.
Portfolios are constructed within a clear planning framework, with ongoing oversight that allows positioning to adjust as market conditions, opportunities, and client circumstances evolve.
Wealth Planning
Designed to support real lives as they change over time, SlateStone’s planning approach extends beyond projections and documents to provide a structured framework for navigating decisions, evaluating tradeoffs, and preparing for uncertainty.
By considering cash flow, priorities, tax considerations, and long-term intentions together, the planning process helps create clarity across life transitions—supporting you as circumstances, responsibilities, and financial goals evolve across generations.
Family Office Services
SlateStone’s family office services are designed to support complex financial lives. Through coordinated oversight, organized reporting, and ongoing communication, these services help align planning, investments, and implementation across the broader financial landscape.
The result is greater clarity, consistency, and efficiency—allowing families to make decisions with confidence while maintaining continuity over time.
Investment Management
SlateStone’s investment management approach is actively managed and grounded in discipline and a methodical approach to investment selection.
Portfolios are constructed within a clear planning framework, with ongoing oversight that allows positioning to adjust as market conditions, opportunities, and client circumstances evolve.
Wealth Planning
Designed to support real lives as they change over time, SlateStone’s planning approach extends beyond projections and documents to provide a structured framework for navigating decisions, evaluating tradeoffs, and preparing for uncertainty.
By considering cash flow, priorities, tax considerations, and long-term intentions together, the planning process helps create clarity across life transitions—supporting you as circumstances, responsibilities, and financial goals evolve across generations.
How We Help You Move Forward
Our team brings a thoughtful, steady approach to managing wealth that spans decades, generations, and major life events. Through regular reviews and on-demand support, we help you understand decisions, prepare for what’s ahead, and stay aligned with your long-term vision.
What We Deliver
Complete financial planning and clear scenario modeling
In-house investment portfolio management with disciplined oversight
Estate and tax planning guidance
Coordination between financial service providers
Consolidated reporting and secure sharing tools
A Long-Term Advisory Relationship
Wealth strategies evolve as markets change and family circumstances shift. Through regular reviews and ongoing communication, we update plans, refine portfolios, and adjust strategies to remain aligned over time.
What We Do FAQs
Frequently Asked Questions
How does SlateStone build and manage portfolios?
Every portfolio is tailored to your objectives, risk tolerance, liquidity needs, and planning horizon using disciplined research, investment selection, and ongoing oversight.
Does SlateStone manage portfolios in-house?
Yes. Research, portfolio construction, and ongoing oversight are managed by SlateStone’s in-house investment and wealth teams.
What does ongoing portfolio oversight look like?
Portfolios are monitored continuously and reviewed regularly to help ensure they remain aligned with your goals and changing market conditions. Adjustments are made as your circumstances and objectives evolve.
How often do you review financial plans and investment portfolios?
Each client can select the frequency for their portfolio reviews. At a minimum, reviews occur regularly, and as frequently as a client requests, with additional conversations taking place whenever significant market events or life changes warrant adjustments.
How does SlateStone customize plans?
Every recommendation begins with a complete understanding of your financial circumstances, future goals, near-term priorities, and family circumstances before we construct a portfolio designed to meet your objectives.
How does SlateStone coordinate with my CPA and attorney?
We work collaboratively with your existing tax and legal advisors to help ensure, planning and investment decisions remain aligned in your best interests.
What is it like to work with SlateStone long term?
It’s like having a financial advocate on call for your life. We are your on-call financial sounding board. You can expect regular check-ins, proactive notices, and rely on direct collaboration with a dedicated advisor and team of specialists at your disposal.
Does SlateStone operate as a fiduciary?
Yes. As an independent Registered Investment Advisor (RIA), SlateStone operates under a legal requirement to act solely in your best interests.
Does SlateStone earn commissions or operate on a fee-based structure?
SlateStone is a fee-based advisory firm. Our compensation comes from advisory fees rather than commissions, helping to ensure our interests are aligned with those of our clients.
Built Around Your Life
Whether you’re designing a long-term plan, preparing for a major liquidity event, or seeking a more coordinated approach to managing wealth, we’re here to help. Let’s build a strategy designed around your life and the legacy you want to create.