Active Wealth Management. Built Around Your Life.
SlateStone Wealth is a registered investment advisory firm serving families, business owners, and multi-generational households.
Where your aspirations
meet our inspiration.
Where your aspirations meet our inspiration.
Our goal is to be your primary advocate, helping you navigate financial complexity through coordinated planning, customized investments, and clear guidance. We measure success by the peace of mind our clients achieve by staying focused on one agenda: yours.
SlateStone delivers integrated wealth planning, in-house portfolio management, and coordinated support.
Whether you’re preparing for retirement, structuring a family entity, or managing the responsibilities of significant wealth, our professionals provide clarity and confidence at every step.
Investment Management
Purposeful portfolio design managed in-house — including equity strategies, fixed income, strategic allocation models, and selective access to private investments.
Wealth Planning
Preparing for change, navigating decisions with clarity, and creating structure that supports both near-term priorities and long-term intentions.
Family Office
Through coordinated oversight, organized reporting, and ongoing communication, SlateStone’s family office services help support complex financial lives.
Multi-Generational Families & Trust
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Multi-Generational Families & Trusts
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Business Owners & Corporate Executives
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Ultra-High-Net-Worth Households
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Family Entities & Complex Structures
We work closely with clients whose financial lives involve multiple goals, decision-makers, and moving parts. Our focus is on clarity, coordination, and long-term partnership.
Thought Leadership
Through timely insights and original research, we explore market developments, economic trends, and strategic considerations that matter most to those who oversee substantial wealth.
“I Feel the Earth Move’ (under the AI trade!), Bonds Surge, Gold Falls – Try the Drunken Spaghetti
October 23, 2026
By Kenny Polcari
Tech Rally Fades Fast, AI Doubts, and Middle East Alert Triggers Global Weakness – Try the Linguine with Artichokes & Pancetta.
October 22, 2026
By Kenny Polcari
Trader Talk – The massive risk hiding inside your S&P 500 index fund
October 21, 2026
By SlateStone Wealth
SlateStone in the Media
Let's Talk About Your Goals
Whether you’re designing a long-term plan, preparing for a major liquidity event, or seeking a more coordinated approach to managing wealth, we’re here to help. Let’s build a strategy designed around your life and the legacy you want to create.