Slater Wealth Management
Our ability to complete in-depth assessments of all areas that affect client's financial well-being is what sets us apart from other Advisors. Our team ensures plans are tailored to specific client goals and are monitored along-side clients to ensure they remain on track. We specialize in Financial Planning, Life Insurance, Disability Insurance, Group Retirement Plans, Estate Planning, Mortgages and Banking.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- KS
Kevin Slater
Principal & Finnancial Planner · Other
EmailPhone - KS
Karen Slater
Director of Operations · Operations
EmailPhone - TA
Tyler Arseneau
Associate Investment Advisor · Finance & Accounting
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Slater Wealth Management
3 distinct titles indexed · top 3 shown.
- 1associate investment advisor
- 1director of operations
- 1principal & finnancial planner
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