2nd Opinion

With the recent ups and downs of the market, even patient investors may come to question the wisdom of the investment plan that they've been following.

At Slate Wealth Management, we offer a 2nd Opinion Service. By appointment, you're welcome to come in, have a cup of coffee, and have a conversation. We'll ask you to outline your financial goals and your current investment strategy. We will review your strategy for and with you.

If we think your investments continue to be well-suited to your long-term goals, we'll gladly tell you so and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

With sincere hope, we want to be able to assist you. Don't wait. Call or email us today and let's take the time to meet each other.

 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, GA, HI, IL, IA, MD, MN, MO, NE, NM, NC, OH, PA, SD, TX, WA, WI, and WY.




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