Slate Wealth Management - ANN K. SLECHTA, LPL Financial Advisor

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.