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Slate Wealth Management

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Business Type	:	Financial Services, Financial Planners
Address	:	710 Simon Ave, Carroll, IA 51401
Coordinate	:	42.06871,-94.87375
Phone	:	(712) 292-2026
Year	:	2007
Brands	:	American Funds, Principal
Payment	:	Check

Opening Hours :
Mon - Fri : 8:00 am - 4:30 pm
Sat - Sun : Closed
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General Info:

Slate Wealth Management is a wealth advisory firm for a variety of clients, many of whom are business owners, farm owners, 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 has developed and refined a process to address and unify all those needs, and it's called the Top Knot Process. It focuses on where you are now, where you want to arrive, and ties a strong knot step by step, as it is crossed - dealing in real-time with your critical life events.

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