SOLTIS Investment Advisors.

What Makes Your Practice Different From the Rest?

Our philosophy is that building wealth isn't just about money. It's about your values. It's about your ability to live your life according to what's most important to you. Because when you have the resources to do so, you're free to pursue the things that bring you joy. Our wealth management clients appreciate that we begin asking what's most important to them, because our primary goal is to help our clients plan a future of their own choosing. Then we develop and manage financial strategies that provide security and freedom, so they can pursue what means the most to them. And when it comes to retirement planning, we consult with company executives and committees to learn what they and their employees want most out of retirement, so we can help them plan accordingly. Together, we explore all the options with employee values and the organization's fiduciary responsibilities in mind. Our clients want their employees to be able to pursue their own most important endeavors when they retire, and so do we. Soltis is a CEFEX (Centre for Fiduciary Excellence) Certified Advisor.

What Makes Your Client Experience Unique?

We have a proprietary process of analyzing investments. This process minimizes conflicts of interest, so that everything we do is focused on what's most important to each individual client. Our fee-only structure means our recommendations are unbiased. So, for example, when we advise you on retirement planning for your small to medium-sized business, we do so without any third-party relationship to cloud judgment. At Soltis, we understand wealth is a responsibility that, when managed well, brings great benefits not only to its bearer but also to those the bearer chooses to assist, creating a fertile garden of growth and abundance in a world full of discord and hardship.

What Services Do You Offer?

An individual client can come to us for all their wealth management needs, such as education funding, building a personal investment portfolio, estate plan coordination, legacy planning, charitable giving, tax or social security planning, and more...