SlateStone Wealth
SlateStone Wealth is a boutique investment advisory firm dedicated to providing customized, holistic wealth solutions to high net worth individuals and families. SlateStone specializes in comprehensive wealth management and bespoke asset management that incorporates both traditional and alternative investments within client portfolios. The firm offers personalized asset management, sourcing, and management of private alternative investments along with comprehensive financial, estate/legacy and charitable planning among other services.
ABOUT SLATESTONE WEALTH
SlateStone Wealth provides creative, customized and comprehensive wealth management solutions to help protect and grow your wealth.
The firm provides customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning.
They simplify the complexities of managing wealth by providing comprehensive financial guidance and objective, personalized investment solutions to high net worth individuals and families.
SLATESTONE CORE
Life Guidance.
SlateStone identifies your unique needs, then creates a tailored wealth plan that serves as a roadmap for your advisory relationship.
Custom Asset Management.
Building a durable financial foundation that balances your personal and financial goals requires outside-the-box thinking and creative asset allocation.
Private Client.
SlateStone Private Client serves affluent individuals and families with distinctive and complex financial needs requiring comprehensive and practical solutions to meet their lifestyle goals.
Women & Wealth.
Women working with women to provide clarity, confidence and control over their financial futures.