Slate Wealth Management

More Info

Helping You Pursue Financial Independence

General Info

Slate Wealth Management is an independent advisory 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.

Email

Email Business

Services/Products

Retirement Planning, Estate Planning, Life Insurance, IRA and Roth IRA, Investment Management, Risk Management, Accumulation & Wealth Management, Wealth Management, Legacy Planning, Investment and Wealth Management Planning, Wealth Management Services, Financial Planning.

Brands

American Funds, Principal

Payment method

check

Location

Simon Crossing, 7th and Simon Avenue

Amenities

Handicap Accessible, Curb-Side Parking, Modern Office Design

Accreditation

NAIFA and Women in Financial Services

Associations

NAIFA, WIFS

Other Link

http://www.slatewm.com/

Categories

Financial Planning Consultants, Financial Services

Details

Phone: (712) 775-2251

Address: 710 Simon Ave, Carroll, IA 51401

Website: http://www.slatewm.com/