SlateStone Wealth

Financial Services - Jupiter, FL, US

SlateStone Wealth Employees
Sherri Daniels

Co-Founder, Managing Partner

Contact Sherri Daniels

Michelle Bonney

Controller

Contact Michelle Bonney

Kenny Polcari

Chief Marketing Strategist/Consultant

Contact Kenny Polcari

Christopher Kolb

Chief Information Officer

Contact Christopher Kolb

Ryan Erickson

Managing Director, Senior Portfolio Manager, Principal

Contact Ryan Erickson

David Costigan

Managing Partner

Contact David Costigan

David Piljic

Intern

Contact David Piljic

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SlateStone Wealth Senior Management
Sherri Daniels

Co-Founder, Managing Partner

Contact Sherri Daniels

Christopher Kolb

Chief Information Officer

Contact Christopher Kolb

Ryan Erickson

Managing Director, Senior Portfolio Manager, Principal

Contact Ryan Erickson

Alan ChFC

Executive Managing Director and Senior Wealth Advisor

Contact Alan ChFC

Mark Sprenger

Senior Managing Director & Client Advisor

Contact Mark Sprenger

Patrick Tylander

Founder

Contact Patrick Tylander

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SlateStone Wealth Details

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 logo, SlateStone Wealth contact details
Website: slatestone.com
Employees: 20 - 49
HQ: 561-244-2504
Location: Jupiter, FL, US
Revenue: 5 - 10 Million
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 Income Strategies Acquisitions
SlateStone Wealth Technologies
Email Providers

Outlook

Customer Relationship Management

Salesforce

Domain Name Services

Route 53

Other

Microsoft Office 365

Hosting

GoDaddy Hosting

Online Video Platforms

YouTube

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