Slate Wealth Management
712-775-2251

Open hoursCLOSED NOW - Opens at 9:00am

710 Simon Ave, Carroll, IA 51401

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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.

More Business Info

Helping You Pursue Financial Independence

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
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
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