Founded by Patrick R. Taggart, SlateStone Wealth is an independent, fee-only wealth management firm registered with the Securities and Exchange Commission (SEC). The company operates on a fiduciary basis, acting as a personal Chief Financial Officer (CFO) for its clients to manage all aspects of their financial lives. Their mission is to provide objective, customized financial guidance and investment strategies to help clients preserve and grow their wealth across generations.

Founded in

United States