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Protected: Wealth Management Webinars 2025:
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by Justin Egbert | Apr 15, 2025 | CIO Updates

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Protected: Webinar: Tariff & Market Update
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by Trey Hiatt | Apr 9, 2025 | CIO Updates

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Soltis Investment Advisors Appoints Jeffrey Harris as Head of Mergers & Acquisitions and Partnerships to Accelerate Strategic Growth

by Justin Egbert | Apr 8, 2025 | Press Releases

April 8, 2025 Jeffrey HarrisHead of Mergers & Acquisitions & Partnerships ST GEORGE, UT – Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser (“RIA”) with more than $10 billion of client assets, announced today that Jeffrey...

Protected: Webinar: Cliffwater Client Update
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by Justin Egbert | Mar 26, 2025 | CIO Updates

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Protected: Retirement Webinars 2025
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by Justin Egbert | Mar 25, 2025 | CIO Updates

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Protected: Webinar: Greenlake Client Update
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by Justin Egbert | Feb 13, 2025 | CIO Updates

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Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to Board of Directors

by Justin Egbert | Jan 22, 2025 | Press Releases

January 22, 2025 With over 30 years of combined industry leadership experience, Simon and Cholerton will help support Soltis execute on key growth initiatives ST GEORGE, UT – Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser (“RIA”) with...

Protected: Participant Webinars 2024
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by Justin Egbert | Dec 16, 2024 | CIO Updates

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Protected: Fall Fiduciary Training – November 2024
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by Justin Egbert | Nov 22, 2024 | CIO Updates

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Protected: General Sessions & Concert – 17th Annual Wealth Management Conference – Nov. 7-8, 2024
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by Justin Egbert | Nov 18, 2024 | CIO Updates

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  • Protected: Wealth Management Webinars 2025:
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  • Soltis Investment Advisors Appoints Jeffrey Harris as Head of Mergers & Acquisitions and Partnerships to Accelerate Strategic Growth
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  • Protected: Retirement Webinars 2025
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