Leading Through Chaos Webinar

John Choate, former Navy SEAL and Naval Officer shares essential leadership skills for times of stress and chaos. As a security expert and FEMA crisis response professional (as well as a former Navy SEAL), John is uniquely able to provide a different perspective on...

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...