Our Partnership With You

We provide independent, comprehensive financial planning in the context of a long-term partnership with you.  Through our 13 years of experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship - one where we can help you pursue your financial and lifestyle goals.  

What You Can Expect

You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning strategies we implement on your behalf.  As an independent full-service financial services firm, we are not tied to any particular family of funds or proprietary investment products.  We have the freedom to choose from a wide range of investment options in order to tailor our advice based on what's suitable for you. 

So whether you need help with retirement planning, reviewing a tax situation, estate planning, or managing assets at multiple places, we can deliver objective advice to provide a comprehensive holistic planning experience. 

LPL Financial and Slate Wealth Management do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

We Will Always

  • Strive to acquire and maintain a thorough understanding of your financial goals

  • Update your financial information on a regular basis

  • Carefully assess and monitor your investment risk and time-frame

  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have

  • Update you as and when appropriate by email, mail and phone

  • Meet with you regularly to review and update your personalized plan

  • Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required

  • Treat you with utmost respect and professionalism

Financial planning is an ongoing process of preparing for and reacting to Critical Life and Financial Events that happen along the way.  The steps we follow can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a lake house or cabin, or proactively planning for your legacy.  Our resources and experience help you to prepare for such events, so that you can pursue your financial and lifestyle goals.