Awards and Industry Recognition
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.