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SlateStone Wealth

SlateStone Wealth Email Formats

Investment ManagementFlag of USJupiter, Florida, United States21-50 Employees

SlateStone Wealth Email Formats

SlateStone Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@slatestone.com), used 82.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@slatestone.com
82.6%
{first name}{last name}
johndoe@slatestone.com
17.4%

Key Contacts at SlateStone Wealth

Flag of US

Troy Sorel

Managing Director, Senior Wealth Advisor, Partner

Flag of US

Ryan D. Erickson

Managing Director, Senior Portfolio Manager, Partner

Flag of US

Josh Rudolph

Director, Private Client Services

Flag of US

Jennifer Ridley Hanson

Director Of Wealth Planning, Senior Wealth Advisor, Partner

Flag of US

Russ Obrien

Partner/Managing Director

Flag of US

Russell Obrien

Partrner, Managing Director

Company overview

Headquarters661 University Boulevard, Jupiter, Florida 33458, US
Phone number+15615846945
Websites
NAICS5231
SIC628
Keywords
Wealth Management, Income Planning, Retirement Planning, Financial Planning, Acquisitions, Investment Management, Legacy Planning, Wealth Planning, Growth Strategies, Income Strategies, Financial Life Management, Wealth Counseling, Custom Investment Management, Strategic Portfolio Services
Founded2017
Employees21-50
Socials

About SlateStone Wealth

SlateStone Wealth, LLC is a boutique financial life management firm dedicated to providing customized, independent wealth solutions to individuals and families in the areas of investment management, retirement and income strategies, and financial and legacy planning.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

C-Suite
Entry
Manager

Employees by Department

SlateStone Wealth has 11 employees across 6 departments.

Departments

Number of employees

Funding Data

SlateStone Wealth has never raised funding before.

SlateStone Wealth Tech Stack

Discover the technologies and tools that power SlateStone Wealth's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

AddToAny Share Buttons

AddToAny Share Buttons

WordPress plugins

jQuery UI

jQuery UI

JavaScript libraries

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Frequently asked questions

SlateStone Wealth is located in Jupiter, Florida, US.
You can reach SlateStone Wealth at +15615846945.
SlateStone Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
SlateStone Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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