Company Email Format Management

SlateStone Wealth, LLC

Investment Management Jupiter, Florida, United States 25 employees HIT

Employees: 25
Contacts: 1
Emails: 1

slatestone.com LinkedIn

SlateStone Wealth, LLC Overview

Headquarters: Jupiter, Florida, United States
Phone Number: Available in AeroLeads
Website: slatestone.com
Industry: Investment Management
Employees: 25
Founded: 2017
Stock Symbol: HIT
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Wealth Management Financial Planning Strategic Portfolio Services Custom Investment Management Investment Management Wealth Counseling Retirement Planning Income Planning Legacy Planning Wealth Planning Financial Life Management Growth Strategies

About SlateStone Wealth, LLC

SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning.

SlateStone Wealth, LLC Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

SlateStone Wealth, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Mike Coady	Chief Strategy & Growth Officer		View
Kenny Polcari	Partner & Chief Market Strategist		View
Ryan D. Erickson, Cfa	Managing Director, Senior Portfolio	Waunakee, Wisconsin, United States	Email