SlateStone Wealth LLC

Overview

SlateStone Wealth LLC is a private investment firm specializing in comprehensive wealth management and financial planning services for high-net-worth individuals and institutions. The firm offers customized solutions in investment management, retirement and income strategies, and financial and legacy planning. Their approach emphasizes building enduring partnerships focused on clients' success, providing creative, customized, and comprehensive wealth management solutions to protect and grow clients' wealth. The firm's investment strategy is dynamic, aiming to position portfolios for real growth while avoiding permanent loss of capital. They focus on balancing personal and financial goals, emphasizing creativity and tailored planning to guide clients toward their best financial life. Their services include life guidance and planning, custom asset management, and specialized programs like 'Women & Wealth,' which focuses on providing clarity, confidence, and control over financial futures for women. SlateStone Wealth LLC has been recognized for its commitment to excellence, including being named among Worth Magazine’s Top Registered Investment Advisors in 2025. The firm's leadership team comprises experienced professionals, including Co-CEOs Sharon Daniels and Patrick Tylander, Chief Investment Officer Daniel Payne, and Chief Market Strategist Kenny Polcari. Their collective expertise underscores the firm's dedication to delivering exceptional service and innovative strategies to drive enterprise growth and client success.