Family Office · Jupiter, FL, United States
SlateStone Wealth, LLC is a registered investment advisory firm that provides wealth management and financial planning services to individuals, families, and institutions. Founded in 2017 and headquartered in Jupiter, Florida, the firm offers personalized investment strategies, retirement planning, and estate planning solutions. SlateStone Wealth is known for its client-focused approach and fiduciary commitment, serving clients across the United States.
Customer segments
High-net-worth individuals, Consumer
Geography
US
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SlateStone Wealth, LLC deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks SlateStone Wealth, LLC alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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