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I hope that you, your loved ones, your colleagues, and friends are safe and well as we enter perhaps another phase of the COVID-19 pandemic. This year has had an unprecedented and drastic impact across all facets of our lives and work. At SlateStone, we must continue to do the right things and be prepared to modify the way we conduct business and go beyond what we are typically required to do.

As we enter the traditional flu season, we are seeing a rise in the number of cases across the globe and in our own country. In this situation, as before, it is vital to stay digitally connected – connected to our customers, our employees, and the communities we serve and where our offices reside in Jupiter, Boca Raton, Weston, FL and Madison, WI. We want to know what you’re experiencing and how we can best support you throughout the days ahead. We welcome your feedback which continues to be essential as we chart the right course to ensure you receive everything you need and the high-quality service we uphold.

I assure you that SlateStone has the technology capabilities and processes in place to help you remain connected through these challenging times.

Throughout this period, our top priority is the health and safety of our employees, clients and business partners. We adapted to the changing environment very quickly this year, and our full suite of services is still accessible without interruption. Our response team put specific precautions in place and our IT Department and Client Service/Operations teams are ensuring continuity. Our wealth advisory and investment teams are monitoring your investments, financial market conditions and the global economic climate as they continue working hard to bring you peace of mind around one area of your lives where we have direct influence, your finances.

Our thoughts remain with the people affected and everyone on the SlateStone team is working to ensure and protect each other, our business and our ability to serve you. As always, we wish you and your loved ones good health and strength to get through this most recent phase and what may lie ahead.

Stay healthy,

Sherri A. Daniels

Co-Founder, Managing Partner