Slatestone Wealth LLC is a registered investment adviser based in Jupiter, FL, offering comprehensive wealth management services to individuals and institutions. With a team of experienced professionals, including Chief Operating Officer Dennis Harkin, Chief Investment Officer Daniel D. Payne, Chief Market Strategist Kenny Polcari, and Chief Strategy Growth Officer Michael J. Coady, Slatestone Wealth provides customized asset management solutions and life guidance to help clients achieve their financial goals. Led by Co-Founders and Managing Partners Patrick E. Tylander and Sharon A. Daniels, the firm emphasizes a client-centric approach, delivering concierge-level service and innovative strategies to drive enterprise growth. Slatestone Wealth LLC, founded by Co-Founders and Managing Partners Patrick E. Tylander and Sharon A. Daniels, is a registered investment adviser based in Jupiter, FL. With a team of experienced professionals, including Chief Compliance Officer Milagros Kleiner, the firm offers comprehensive wealth management services to individuals and institutions. Led by a strong leadership team, including Chief Operating Officer Dennis Harkin, Chief Investment Officer Daniel D. Payne, Chief Market Strategist Kenny Polcari, and Chief Strategy Growth Officer Michael J. Coady, Slatestone Wealth provides customized asset management solutions and life guidance to help clients achieve their financial goals. With a focus on client success and innovation, the firm is dedicated to delivering exceptional service and driving enterprise growth.
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