What’s Most Important to You?
Reach Out And Let Us Know
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.
Our Clients Last Year*...
National Parks Visited
Books Read
Community Garden Harvests
Financial Sleepless Nights
Wealth Management
We begin by asking what’s most important to you, because our primary goal is to help you plan a future of your own choosing. We’ll help you develop and manage financial strategies that provide security and freedom, so you can pursue what means the most to you. Our focus on independence and fee-only management helps us advise you without bias. Working hand-in-hand with Soltis and your other trusted professionals, you’ll build and manage wealth that supports what you want most in life.
Retirement Planning
Your employees trust you with their retirement, so they can pursue what’s most important to them. Soltis will consult with company executives and committees to learn what you and your employees want most out of retirement, and help you plan accordingly. As we explore the options, we’ll do so with your employees’ values and your fiduciary responsibilities in mind. With your company’s retirement plan, employees will be able to pursue their own most important endeavors when they’ve finished helping your company meet yours.
Independence and Fee-only Management
About Soltis Advisors
To us, freedom means living the life you choose.
That freedom means more to you – and to us – than wealth management or retirement. Living a life that brings you joy is the ultimate goal; we’re just here to help you build the resources to support it. We do so through our proprietary process of analyzing investments. This process minimizes conflicts of interest, so that everything we do is focused on what’s most important to you. Our fee-only structure means our recommendations are unbiased and based only on what you want out of life.
OUR MISSION
“To create, build, and manage wealth so our clients are free to pursue life’s most important endeavors.”
Building wealth isn’t 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.
Contact Us
Let’s Have a Conversation
We look forward to helping you build the resources to do what you love from our offices nationwide.
*Numbers are estimated
