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Our Process

Our Top Knot Formula

Slate Wealth Management is powered by the Top Knot FormulaTM

Slate Wealth Management is an independent financial services firm for a variety of clients, many of whom are first generation business owners, executives, and women in transition who have a wide range of needs and goals they aspire to reach. Many want a work-optional lifestyle and have a specific bucket-list items they want to accomplish.

Ann Slechta, LPL Financial Advisor, has developed and refined a process to address and unify all those needs, and it's called the Top Knot Formula. It focuses on where you are now, where you want to arrive, and ties a knot of strength to weather the resistance of life that happens overtime.

The Top Knot FormulaTM focuses on three defining steps:

DISCOVERY -

  • What do you want to accomplish?
  • Where are you now?
  • What's important to you?

DESIGN -

  • How will we get you there?
  • What services are the best fit for you?
  • What can get in the way of reaching your goals?

IMPLEMENTATION -Tie the Knot

  • Financial and estate planning coordinated with your cpa and attorney
  • Product and risk assessment and fit
  • Ongoing, continuous service and review
  • Building a lasting partnership

We are a full-service independent financial services firm focused on putting your needs first. We are not tied to any proprietary family of funds, investment or insurance products, so we can objectively put your interests first through a holistic planning approach.

So whether you need help with retirement planning, a tax situation, estate planning, or managing assets at multiple places, 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.

Schedule a meeting today! Click the link below to access Ann's calendar:

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.

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