SlateStone Wealth
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
4495 Military Trl Ste 207, Jupiter, Flor...Phone Number
(561) 244-2504Website
www.slatestone.comRevenue
$9 MillionIndustry
About SlateStone Wealth
SlateStone Wealth provides comprehensive wealth management solutions aimed at financial growth and independence. They focus on building enduring partnerships with clients, offering tailored asset management and life guidance to help achieve personal and financial goals. Their services are particularly geared towards high-net-worth individuals, including specialized support for women seeking clarity and control over their financial futures. The firm emphasizes a long-term perspective in their advisory relationships, ensuring that clients can fulfill their aspirations and create lasting legacies.Explore more
SlateStone Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
SlateStone Wealth Tech Stack
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SlateStone Wealth provides comprehensive wealth management solutions aimed at financial growth and independence. They focus on building enduring partnerships with clients, offering tailored asset management and life guidance to help achieve personal and financial goals. Their services are particularly geared towards high-net-worth individuals, incl... Read More
