SlateStone Wealth, LLC is a fiduciary, fee-only wealth management firm that acts as a Registered Investment Advisor (RIA). The company was founded to provide clients with unbiased, client-centric financial advice. Its services are built around personalized financial planning, investment management, retirement planning, and estate planning strategies for individuals, families, and high-net-worth clients, aiming to help them achieve their long-term financial goals.

Founded in

United States