Planning Your Legacy

At Soltis, we work with a number of wealthy families. While some of their needs are the same as those faced by all of our clients – portfolio construction and management, tax planning, estate planning, etc. – we also help them with legacy planning. Legacy planning can...

Planning for Retirement

For a lot of people, retirement planning is one of those subjects that seems dry and overwhelming at the same time. Clients come to us with a lot of questions about how they can become financially secure after they quit working. They want to enjoy their retirement,...