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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

Business History
Hi there! I’m Ann Slater-Slechta, the owner and founder of Slate Wealth Management in Carroll, Iowa. As a Certified Retirement Income Professional, I have been helping clients pursue their retirement and financial planning goals for nearly 13 years. With my own life experiences in business, coaching and playing collegiate golf, and assisting my husband in managing the family farm, I am equipped to support my clients in their daily challenges. I am an advocate for education and coaching women on the role of family finance, assisting business owners in building a profitable business and helping farmers protect their most valuable assets.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
  • IRA and Roth IRA
  • Estate Planning
  • Risk Management
  • Retirement Planning
  • Investment Management
  • Life Insurance
  • Financial Planning
  • Wealth Management Services
  • Accumulation & Wealth Management
  • Wealth Management
  • Investment and Wealth Management Planning
  • Legacy 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/

Social Links
Categories
Financial Services, Financial Planning Consultants