Madison, WI Office
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SlateStone Wealth LLC
Team
Firm-wide stats for SlateStone Wealth LLC
About
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).
Based on SlateStone Wealth LLC
Expertise
Based on SlateStone Wealth LLC
Location
525 Junction Rd
Madison WI 53717
Advisors at this office
3
Advisors at this office
Ryan E
CFA®, Series 65
Madison, WI
SlateStone Wealth LLC
Ryan Erickson is a CFA® charterholder with 25 years of industry experience. He has worked at SlateStone Wealth LLC since 2021 and previously held positions at BMO Harris Wealth Management and PNC Wealth Management. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset wealth management approach that integrates fundamental, quantitative, technical, and cyclical analysis through internally developed equity strategies, model portfolios, and third-party managers.
Jason J
CFA®, Series 63, Series 65
Madison, WI
SlateStone Wealth LLC
Jason Joanis is a CFA® charterholder with 24 years of industry experience. He is a financial advisor at SlateStone Wealth LLC, where he has worked since 2022. Prior to that, he spent nine years at Harris Investment Management Inc. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process integrates fundamental, quantitative, technical, and cyclical analysis across internally developed equity strategies, model portfolios, and third-party managers.
Jennifer R
CFP®, Series 63, Series 66
Madison, WI
SlateStone Wealth LLC
Jennifer Ridley Hanson is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. She has worked at SlateStone Wealth LLC since 2022 and previously spent nine years at BMO Wealth Management. 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 employs a multi-asset wealth management approach combining fundamental, quantitative, technical, and cyclical analysis, with services including strategic asset allocation, customized portfolios, Private Client and Family Office offerings, and access to alternative private investments.
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