SlateStone Wealth

SlateStone Wealth is an investment advisor firm based in Jupiter, Florida. Founded in 2017, the firm offers customized financial services to its clients such as asset management, wealth management, and private client advisory services. The assets are managed by an investment committee overseen by Chartered Financial Analysts.

Sharon Anne Daniels

Co-Founder, Managing Partner and Co-CEO

Patrick Edward Tylander

Co-Founder and Co-CEO

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