SlateStone Wealth, LLC Email Format

Investment ManagementFlorida, United States11-50 Employees

SlateStone Wealth, LLC is a boutique investment management firm focused on delivering customized, independent wealth solutions for individuals and families. Its services encompass investment management, retirement and income strategies, and financial and legacy planning, aiming to support clients in organizing and preserving their wealth over time. Based in Jupiter, Florida, the firm positions itself as a specialized adviser within the investment management industry, offering personalized guidance rather than standardized, one-size-fits-all solutions. The organization operates with a relatively small professional team and serves clients seeking tailored financial life management without relying on centralized, high-volume wealth platforms. A recent development noted in industry coverage includes the firm taking on new investment stakes in various financial institutions, reflecting ongoing activity in its asset allocation approach.

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