None of us can predict the future. The best we can do is prepare for it - with a plan that anticipates the risks we are likely to face, prepares us for the challenges we need to overcome, and identifies the opportunities we need to seize. Your path to financial security starts with a comprehensive plan that outlines a clear path to achieving success
At Slate Wealth Management, we value the partnership we form with our clients. Trust is the foundation for a successful relationship, and you need to know that your financial advisor has your best interests in mind every step of the way. Ann Slechta, CEO and Founder, is committed to her clients' success.
She has 13 years of experience helping people