For Immediate Release
Contact: Brent Moore
September 9, 2019
Soltis Advisors to Open Office in Seattle Area
BELLEVUE, WA — Soltis Investment Advisors has been serving clients nationwide from its offices in Salt Lake City and St. George Utah since 1993. The investment firm is now expanding its presence in the Seattle, Washington area with additional staff and a new office location.
Senior Advisors Bruce Merrell and Wayne DeMeester have been personally serving Seattle clients for several years. They will now be joined by Senior Advisor TJ Adams, CFP who is relocating from the Salt Lake City Office to expand Soltis’ Seattle footprint.
As part of the expansion, Solits will be opening a new physical office, which will be located in the Columbia West Building Courtyard at 155-108thAvenue NE, Suite 202 in Bellevue, Washington 98004.
“We are very excited about this expanded presence and new location, and what it will mean for our ability to continue serving our clients in the pacific northwest,” says Managing Partner, Kim Anderson. “We place a very high value on the trust and support of our clients that have made this expansion possible, and we look forward to serving them for many years in this additional office.”
Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St. George, Utah. With more than $3.0 billion in assets under management/assets under advisement, Soltis is one of the largest independently owned and operated wealth management firms in Utah. Soltis provides comprehensive financial planning and investment management services to individuals and families. In addition, the firm offers investment advice and consultation services to retirement plan sponsors (primarily small to medium sized businesses that have experienced a significant level of success). As a fee-only firm, Soltis does not receive any commissions or third-party compensation. The firm’s fiduciary status provides a legal framework within which clients enjoy professional financial advice and investment options driven by their best interests, goals and objectives. Soltis has been recognized by the Financial Times (top RIA and top Plan Sponsor lists) and Barron’s (the only Utah independent Registered Investment Advisory firm on the 2015 top independent advisors list). Soltis did not pay any compensation in connection with its inclusion in these recognitions, ranking or awards. Soltis, however, in most cases subsequently purchased marketing materials from the respective award sponsor. The firm, founded in 1993, is one of the few in Utah to have been recognized across multiple rankings in multiple years. At Soltis, the mission is to create, build, and manage wealth so clients are free to pursue life’s most important endeavors. For more information, including the selection criteria for the rankings and recognition by the publications mentioned, visit www.soltisadvisors.com.