SlateStone Wealth

SlateStone Wealth is an investment advisory firm located in Jupiter, Florida, established in 2017. The company specializes in providing tailored financial planning, investment management, and portfolio management services to its clients. Its offerings include asset management, wealth management, and private client advisory services, all designed to meet the unique needs of individual investors. The firm’s investment strategies are overseen by an investment committee comprised of Chartered Financial Analysts, ensuring a high level of expertise in managing client assets.