Frequently Asked Questions

Our business name encompasses two things. “Brae” is a Scottish term for hillside or stretch of rising ground. To us, this represents our team's ability to view the landscape from the hilltop to uncover your overall vision and goals. The “stone” is what comes next to create a solid, stable wealth plan. With this plan, we share ideas and solutions so you are confident in the foundation created to support your family today and into the future.

Our clients who find the most value in our services are going through or planning for a transition on their life. Whether they are, getting married, buying a home, starting a business, retiring to name a few. It's during these major life transitions when clients need the most advice and support. We understand their needs and provide expert advice so they can feel confident in the next chapter.

See It. Build It. Live It. To begin your SLB Wealth Strategy we believe it’s important to start with a conversation about your vision and what matters to you most. How do you want to See It? Once your vision is uncovered our team begins to create your foundation. We begin to Build It. We will review our findings, use our expertise, collaborate and access resources to formulate a design.

Our entire business ambition and motivation are nourished by you. Our many years of success comes from three crucial values we live by day-to-day. It’s important to us to be caring, competent and committed to each client. The more people we can support to build their foundation the better our community will be.

Our business name encompasses two things. “Brae” is a Scottish term for hillside or stretch of rising ground. To us, this represents our team's ability to view the landscape from the hilltop to uncover your overall vision and goals. The “stone” is what comes next to create a solid, stable wealth plan. With this plan, we share ideas and solutions so you are confident in the foundation created to support your family today and into the future.

Our clients who find the most value in our services are going through or planning for a transition on their life. Whether they are, getting married, buying a home, starting a business, retiring to name a few. It's during these major life transitions when clients need the most advice and support. We understand their needs and provide expert advice so they can feel confident in the next chapter.

See It. Build It. Live It. To begin your SLB Wealth Strategy we believe it’s important to start with a conversation about your vision and what matters to you most. How do you want to See It? Once your vision is uncovered our team begins to create your foundation. We begin to Build It. We will review our findings, use our expertise, collaborate and access resources to formulate a design.

Our entire business ambition and motivation are nourished by you. Our many years of success comes from three crucial values we live by day-to-day. It’s important to us to be caring, competent and committed to each client. The more people we can support to build their foundation the better our community will be.