SlateStone Serves as Your Financial Advocate.
We are a team of credentialed, financial leaders, and business owners with decades of experience who believe in personal, creative, and comprehensive wealth solutions that build enduring relationships.
SlateStone at a Glance
Deep Roots in Wealth Management
SlateStone Wealth was founded in 2017 by experienced financial leaders who recognized that the needs of affluent and ultra-high-net-worth families extend beyond portfolio management alone. After helping grow another South Florida firm to $10.5 billion in assets, our founders gained meaningful experience in institutional investment management, firm leadership, and strategic growth within the evolving RIA landscape.
Built for Longevity and Continuity
That experience shaped a clear objective: build an independent Florida-based Registered Investment Adviser designed for longevity and continuity. From the beginning, SlateStone was structured as a firm, not a practice. The founders brought together seasoned professionals across investment management, financial planning, compliance, operations, and client support to provide coordinated wealth planning and active portfolio management informed by institutional investment disciplines.
Today, SlateStone Wealth serves high-net-worth and ultra-high-net-worth families nationwide. The firm continues to grow thoughtfully while maintaining independence, disciplined in-house investment management, and a long-term perspective focused on clarity, coordination, and continuity across generations.
Foundations & Milestones: From Vision to Institution
2017
After successfully building a nationally recognized advisory firm that subsequently merged into a national bank, the founders of SlateStone set out to create a new boutique wealth firm, bringing many of their team back together.
2018
Bringing exceptional teams together with shared investment philosophy and deep experience in delivering institutional-quality asset management in an independent firm, set the stage for former colleagues to join and for the firm’s first acquisition.
2019
Adding additional resources and expanding capabilities in private investment sourcing tailored to high and ultra high net worth families, SlateStone acquired Emerald Asset Advisors expanding its office locations to Davie, FL while also opening a Midwest office the same year.
2022
Growing the firm’s investment and wealth planning expertise and expanding the Midwest region’s capabilities, SlateStone added the 3-partner team of Jason Joanis, CFA, Ryan Erickson, CFA, and Jennifer Ridley Hanson, CFP® , CDFA® , transitioning from a global private bank and wealth management firm.
2023
Building off a strong foundation, SlateStone added senior partners Dan Payne and Russell O’Brien along with Michael Coady who sought a more client-centric approach than the large wire-house and banking models could provide.
2024
SlateStone’s founders welcomed former equity partner, Temperance Wealth Partners, a private equity and single-family office, to the firm.
2025
Recognizing top talent from financial services institutions, SlateStone added Erin Gibbs Chief Equity Strategist and Michael McCorkle Chief Compliance Officer.
January 10, 2017
Patrick and Sherri form SlateStone Group, LLC with headquarters in Jupiter, FL (the holding company for the soon-to-be-formed independent investment advisory firm).
January 17, 2017
SlateStone Group, LLC forms SlateStone Wealth, LLC and hires on key leaders and former associates from prior RIA firm: Milagros Kleiner, CCO, Chris Kolb, CTO, and Michelle Bonney, Controller.
February 28, 2017
SlateStone Wealth, LLC becomes registered with SEC and begins managing client assets through custodian TD Ameritrade.
June 8, 2017
June 8, 2017 SSW closes first acquisition and merges a Florida wealth planning practice into the firm adding $200 million in AUM, establishing a regional office in Boca Raton, FL and adds 5 employees to staff.
December 1, 2017
Dallas based advisory team joins SSW establishing a custodial relationship with Fidelity Investments and adds a regional office in Dallas, Texas.
September 1, 2018
SSW completes 2nd transaction by acquiring Daniel Devine & Company, two CFA professionals and $240 million in AUM.
January 2, 2019
SSW adding a former professional advisory colleague establishing a mid-west regional office by adding $70 million in AUM. Former senior partner and advisor with Patrick and Sherri, David Bottoms, JD joins SSW with $45 million in AUM.
June 21, 2019
SlateStone Private Client a subsidiary RIA of the firm completes acquisition of Emerald Asset Advisors bringing $260 million in AUM to the enterprise and four professional and support staff and establishes Weston, FL regional office.
November 2021
A three-member team joins SlateStone as partners to serve clients from the Madison, WI office further expanding our presence in the Mid-West.
July 2023
Lisa Tomzcak, a former financial advisor colleague to SlateStone’s founders, joins SlateStone with her clients gravitating toward our customize wealth management approach and independent fiduciary structure.
July 2023
Dan Payne, a former colleague of SlateStone’s founders, and his partner Russell O’Brien join SlateStone as partners bringing $500 million in assets and SlateStone names Dan Payne CIO.
July 2023
Michael Coady a seasoned finance and banking veteran joins our Jupiter team as Chief Strategy & Business Development Officer.
September 2024
SlateStone secures private financing from single family office it has strong ties to, solidifying or strategic growth initiatives.
July 2025
Erin Gibbs a seasoned portfolio manager of quantitative exchange traded funds joins as Chief Equity Strategist with the goal of developing and managing quantitative equity strategies for clients.
December 2025
SlateStone hires Michael McCorkle as CCO, bringing his extensive global compliance, enterprise risk management, and business continuity expertise in global financial institutions to the firm.
Why Clients Choose Us
Families choose SlateStone for a blend of disciplined planning, in-house portfolio construction, and coordinated oversight across advisors, entities, and generations.
Personal
Solutions aren’t delivered “off-the-shelf.” Your financial plan and investment portfolio are completely customized based on asset allocations, individual securities, liquidity needs, and tax considerations. Everything is personalized to your family’s objectives, risk tolerance, and planning horizon.
Disciplined
We analyze, select, and manage investments in-house—daily monitoring, top-down and bottom-up research, disciplined security selection, intentional rebalancing, and risk-aligned controls, all implemented with tax awareness.
Coordinated
Independent custody, consolidated reporting, and fiduciary oversight in coordination with your outside tax and legal advisors. Planning, reporting, and day-to-day support keep everything connected—including CPA/attorney sync, bill-pay and cash flow management, and seamless collaboration across your financial life.
Integrated
We design and manage your wealth and investment plan, and coordinate closely with your CPA, attorney, and other advisors so every decision is tailored to your objectives.
A Team With Depth and Experience
Your advisory team includes professionals with decades of combined expertise in planning, portfolio construction, tax coordination, and multi-generational family needs.
This breadth ensures you receive guidance grounded in both technical knowledge and long-term perspective.
Frequently Asked Questions
- What does SlateStone do as a wealth management firm?
SlateStone provides integrated wealth planning, active investment management, and family office services for affluent families, business owners, and multi-generational households. Our approach is designed to coordinate every aspect of your financial life within one cohesive strategy.
- Who does SlateStone typically work with?
Our clients include affluent individuals, business owners, corporate executives, retirees, foundations, and multi-generational families seeking personalized planning and disciplined investment management.
- How is SlateStone different from a traditional financial advisor?
Rather than treating investments, planning, and family financial decisions separately, SlateStone brings them together within an integrated framework supported by in-house investment management and wealth professionals with ongoing coordination.
- When is it a good time to start working with SlateStone?
Many clients begin working with us during major life or financial transitions such as reaching specific asset levels, receiving sudden wealth, expanding a family, or when lacking personal time to devote to investment selection and decision-making. Early financial planning often creates the greatest value before complexity arises.
A Long-Term Partner for Every Stage Ahead
We believe wealth management works best when everything is connected. Your financial planning, investments, tax strategy, risk management, and estate planning all influence one another. Our role is to coordinate all the pieces of your financial life and bring these pieces together from the start.