Independently Certified

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

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Upcoming Conferences

Soltis 8th Annual Wealth Management Conference

September 25-26th
St. George, UT

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Latest Blog Post

As taxes make up one of the largest expenditures that each of us have every year, it is important to take the time to review possible planning strategies that help reduce the amount of taxes we have to pay. To that end, we are providing the 2015 Tax Planning Guide as a benefit to our... Read more

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