SlateStone Wealth, LLC
Financial ServicesView the employees at
SlateStone Wealth, LLC-
Jennifer Ridley Hanson, CFP®, CDFA® Director of Wealth Planning, Senior Wealth Advisor, Partner
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Madison, Wisconsin, United States
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Top 5%
Christopher Kolb Chief Information Officer at SlateStone Wealth, LLC-
Top 5%
Michael J. Coady Chief Strategy & Growth Officer | Trusted by business leaders and known for solid expertise in private, commercial, and business banking who drives enterprise growth and mentors top talent-
Palm Beach, Florida, United States
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Top 10%
Michelle Bonney Controller at SlateStone Wealth, LLC-
Jupiter, Florida, United States
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Rising Star
Ryan D. Erickson, CFA Managing Director, Senior Portfolio Manager, Partner-
Waunakee
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Rising Star
Overview
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.
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