Company Description

The world of wealth management, investing, and retirement planning can be overwhelming. But it doesn’t have to be complex if you focus on the right things. At Soltis, we want to know what’s important to you, so we can evaluate or begin your financial planning based on those values. As we discover what you want most out of life, we can design financial strategies to help you achieve it. It all begins with a brief consultation. Schedule yours now, and we’ll call you at a time that’s right for you.

Products & Services

investment management ,   Financial planning for retirees ,   Risk Management ,   Financial modeling and forecasting ,   Exchange-traded funds ,   Sustainable investing ,   College planning ,   Scholarship programs ,   Financial planning for people with disabilities ,   Robo-advisors ,   Alternative investments ,   financial planning ,   Estate Planning ,   tax planning ,   Business succession planning ,   Retirement planning ,   Financial planning for small businesses ,   Financial planning for the LGBTQ+ community ,   Hedge funds ,   Financial planning for divorcees ,   Financial planning for professionals ,   Financial planning for widows/widowers ,   Risk assessment and management ,   Mutual Funds ,   Bond investing ,   Performance measurement and reporting ,   Debt management and restructuring ,   Charitable giving ,   Impact Investing ,   Private equity ,   Donor-advised funds ,   Cash flow planning and management ,   Real Estate ,   Estate litigation ,   Diversification strategies ,   Portfolio rebalancing ,   Charitable trusts ,   wealth management ,   Family office services ,   Trust and estate administration ,   Private foundations ,   Financial planning for women ,   Insurance planning ,   Financial education and literacy