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

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