Family Office
SlateStone Wealth, LLC
Jupiter, FL, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
SlateStone Wealth, LLC is a registered investment advisory firm that provides wealth management and financial planning services to individuals, families, and institutions. Founded in 2017 and headquartered in Jupiter, Florida, the firm offers personalized investment strategies, retirement planning, and estate planning solutions. SlateStone Wealth is known for its client-focused approach and fiduciary commitment, serving clients across the United States.
Links
Want to know if SlateStone Wealth, LLC is the right fit for your deck?
Drop your pitch deck. Claude scores it on the 8 dimensions VCs evaluate and tells you which of the 40,000+ firms in our database are the best matches.
Score your deck (free, 30 seconds) →