A complete list of active advisors currently associated with SlateStone Wealth LLC

Warmer can help you find a great advisor at SlateStone Wealth LLC or one who fits your needs even better.

SlateStone Wealth provides discretionary and non‑discretionary investment management and comprehensive financial planning to high‑net‑worth and ultra‑high‑net‑worth individuals, families, trusts, estates, foundations, and business entities. The firm offers multi‑asset wealth management services including strategic asset allocation, customized portfolios, Private Client and Family Office services, and access to alternative private investments for eligible investors. The firm’s investment process combines fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee and implemented across internally developed equity strategies (for example, dividend, GARP, and the AlphaEdge SMID quantitative strategy) as well as model portfolios and third‑party managers. SlateStone uses third‑party custodians and reporting platforms for portfolio valuation and consolidated performance reporting and monitors accounts continuously with periodic formal reviews. SlateStone’s brochure discloses several recent material changes — including clarified eligibility for private investments, updates to its advisory fee schedule, revisions to investment strategy disclosures, and custody disclosures tied to trustee relationships subject to the firm’s annual surprise examination — which are notable relative to many peers. The firm also documents referral and promoter arrangements and describes internally developed model strategies and consolidated reporting capabilities, practices that the brochure indicates are accompanied by marketing materials (such as model or hypothetical performance presentations and legacy referral/testimonial programs).

To learn more about the advisors currently working at SlateStone Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.