Wealth Partners
The Weikes Slattery Group

"We’re committed to providing our clients with customized investment management, personalized banking and individualized lending"

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021
Top 100 Women Financial Advisors
2023 • 2022 • 2021 • 2020 • 2019 • 2018
Top 1,200 Financial Advisors
2023 • 2022 • 2021 • 2020 • 2019

Forbes

America's Top Wealth Management Teams
2023
Top Wealth Management Teams Best-In-State
2024
Top Women Wealth Advisors
2024
Top Women Wealth Advisors Best-In-State
2024
About The Weikes Slattery Group

Welcome

My team and I serve the wealth management needs of family offices, business owners, c-suite executives and real estate investors. Our family office-style approach to handling the intricacies of wealth management allows us to provide a tailored approach for each one of our clients.
Our bespoke services include access to exceptional trading execution, customized portfolio management, concierge banking services, research, mortgages, art, yacht, and aircraft financing.
We work with our client's accountants, attorneys, and cadre of advisors to understand the client's entire financial picture.

How we work

We deliver comprehensive wealth planning strategies that address wealth opportunities within the context of each individual's mandate. Our group works seamlessly alongside the various advisors that are part of our clients' world.
The Weikes Group believes that how we grow with you is just as important as the work we do for you. Our value-added benefit is drawn from the depth of our investment guidance. We embrace the timeless values of quality, integrity, transparency and collaboration.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

Digesting the Fed’s ‘pause’

June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Investing

Eye on the Market: Letters to the Editor

June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
Investing

May jobs report: Labor market continues to be strong

June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.