SlateStone Wealth

SlateStone offers family office services, including planning, trust oversight, and consolidated reporting for ultra-high-net-worth families.

SlateStone builds and manages tax-aware investment portfolios in-house, aligning them with clients’ financial plans.

SlateStone integrates investment management, wealth planning, and family office services into a coordinated long-term strategy.

SlateStone provides case studies on trust decanting, sudden wealth planning, and charitable strategies for complex family situations.

The SlateStone Weekly newsletter provides market commentary from Kenny Polcari and Erin Gibbs, including their media appearances and analysis.

The Palm Beach Post spotlights Erin Gibbs, SlateStone Wealth's Chief Equity Strategist, in its People on the Move feature for September 2025.

SlateStone Wealth welcomes investment veteran Erin Gibbs as Chief Equity Strategist to lead its new quantitative equity investment platform.

SlateStone Wealth names Michael D. McCorkle as Chief Compliance Officer, strengthening the firm's regulatory oversight and risk governance program.

SlateStone Wealth is recognized among Worth Magazine's Top Registered Investment Advisor Firms of 2025 for its personalized financial guidance.

Jennifer Ridley Hanson directs SlateStone’s wealth planning platform, leads the advisory team, and manages relationships for select families and institutions.

Josh is a Managing Director in SlateStone’s Family Office division. Josh advises ultra-high net worth individuals and families across a comprehensive spectrum of financial services including wealth planning and strategy, tax and estate planning, and private investment allocation.

Kimberly brings more than 25 years of experience in managing customized investment portfolios and advising high-net worth families to SlateStone. She is a member of the Investment Policy Committee and serves as a Senior Portfolio Manager.

SlateStone introduces its experienced wealth advisors and planning specialists who coordinate financial strategies for clients.

Founded in 2017, SlateStone Wealth is an independent, Florida-based RIA managing $1.8B in assets for families nationwide. Read our full story.

SlateStone Wealth offers consultations with its advisory team to discuss financial goals.

The company combines decades of market experience in leadership, investment, and wealth advisory to manage clients’ financial legacies.

SlateStone partners with independent RIAs and breakaway advisors, offering portfolio oversight while advisors retain client ownership.

The page answers questions about SlateStone’s fee-only, fiduciary approach to wealth planning and investment management.

SlateStone Wealth is an independent advisory firm delivering coordinated wealth planning, investment management, and family office support.

Updated October 2024

SlateStone Wealth’s privacy policy explains how the SEC-regulated firm handles nonpublic personal information.

SlateStone Wealth is a fiduciary RIA offering discretionary investment management, financial planning, and family office services for high-net-worth and ultra-high-net-worth clients.

SlateStone Wealth’s Form CRS details its investment advisory services, fees, conflicts of interest, and disciplinary history.

The page provides disclosures on SlateStone Wealth’s market commentary, investment risks, and advisory services.

This material is intended for educational and informational purposes only. It is not intended to provide specific advice or recommendations for any