Slate Wealth Management is an independent financial services 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. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Slate Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.