SlateStone Wealth Email Formats

Investment Management • Jupiter, Florida, United States • 21-50 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.

Format	Example	Percentage
{first initial}{last name}	jdoe@slatestone.com	82.6%
{first name}{last name}	johndoe@slatestone.com	17.4%

Key Contacts at SlateStone Wealth

Troy Sorel

Managing Director, Senior Wealth Advisor, Partner

Ryan D. Erickson

Managing Director, Senior Portfolio Manager, Partner

Josh Rudolph

Director, Private Client Services

Jennifer Ridley Hanson

Director Of Wealth Planning, Senior Wealth Advisor, Partner

Russ Obrien

Partner/Managing Director

Russell Obrien

Partrner, Managing Director

Company overview

Headquarters	661 University Boulevard, Jupiter, Florida 33458, US
Phone number	+15615846945
Websites	slatestone.com slatestonewealth.com
NAICS	5231
SIC	628
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
Founded	2017
Employees	21-50
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

Security

Gravity Forms

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AddToAny Share Buttons

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Google Maps

Maps

Microsoft 365

jQuery Migrate

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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.

Key Contacts at SlateStone Wealth

Troy Sorel

Managing Director, Senior Wealth Advisor, Partner

Ryan D. Erickson

Managing Director, Senior Portfolio Manager, Partner

Josh Rudolph

Director, Private Client Services

Jennifer Ridley Hanson

Director Of Wealth Planning, Senior Wealth Advisor, Partner

Russ Obrien

Partner/Managing Director

Russell Obrien