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

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