Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2024 • 2023 • 2022
About William Slayne

Focused on lasting relationships that demonstrate the depth of our commitment

Bill Slayne and his team support clients in making better decisions about their wealth, offering sustained guidance to help individuals and families deploy their wealth with greater purpose and insight. We build close-knit relationships across multiple generations, demonstrating our commitment to each client.


A high-integrity team
I believe wealth management is all about people—not transactions. My team and I care deeply about the clients we serve. We demonstrate how much we value each person—not only as a client, but as a unique individual, each with distinctive goals and aspirations.
We are proud of the character of our team—seeing it as a fundamental quality of a meaningful client experience. For us, relationships are the most important aspect of our work. We help families address vital parts of their lives—their wealth, of course, but also their security, stability, and plans for the future.
A refined perspective
With more than 35 years in wealth management, I offer first-hand experience that has been directly shaped by the needs and interests of wealthy individuals and families. I begin each engagement by learning as much as I can about the clients I serve. This discovery process is wide ranging, encompassing a client's current financial situation, as well as qualitative factors, such as goals, concerns, family dynamics, charitable interests, and long-term aspirations.
Over the course of my career, I've been fortunate to have gained exposure to the key disciplines that wealthy clients require, including portfolio design and asset allocation, trust and estate administration, wealth strategy, and financial planning.

Meet Our Team

Insights

Outlook

5 actions investors can take now

June 14, 2024This week’s macro mania gave us confidence in our Mid-Year Outlook. Investors can respond with a diversified portfolio.Read Now
Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Personalized guidance begins with a conversation.
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