Slatestone Wealth

Slatestone Wealth

Slatestone Wealth was founded in 2017 as a registered investment advisor headquartered in Jupiter, Florida. The firm's leadership page lists an eight-person partnership team led by an unnamed Founder and Co-CEO, alongside a Founding Partner and a Chief Investment Officer. No single-family wealth origin is disclosed; the firm presents itself as a multi-client wealth management practice serving individuals, families, and entities. The firm provides discretionary and non-discretionary investment advisory services across three core pillars: custom asset management, life guidance and planning, and a women-and-wealth vertical. Its independence from broker-dealers — a criterion for the Worth Magazine Leading Advisor designation it earned in 2024 and again in 2025 — means portfolio construction is not constrained by proprietary product shelves. Team size is not published. The firm's corporate structure centers on a partnership model; titles such as Chief Operating Officer, Chief Strategy & Growth Officer, and Managing Director all carry the Partner designation. In 2026, Slatestone was named a University of Florida Gator100 honoree, recognizing it among the fastest-growing Gator-led businesses. The Worth Magazine rankings, developed with ISS Market Intelligence, rely on SEC-filed data and require AUM over $500 million and a predominantly high-net-worth client base. The firm's structural distinction lies in its dual commitment to independence and a partnership-governance model. Without a broker-dealer parent, investment decisions remain client-centric.