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Solaris Private Wealth Management is the next generation of wealth management. We partner with our clients to enable them to achieve their financial goals by:

  • Being a Fee-Only, Independent Registered Investment Advisor.
  • Charging low asset management fees.
  • Providing unbiased guidance for their entire wealth management.

Call us today at (866)826-8420 for a free financial consulation.


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As a Registered Investment Advisor,
Solaris Private Wealth Management has a fiduciary responsibility to act in the best interests of its Clients.

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Individual Investors Services

We provide comprehensive fee-only wealth management to professionals, business owners, retirees and high net-worth individuals.

Institutional Services

Solaris also works with small companies, private foundations and pension plans. We offer expertise and experience to address these specialized needs.

Financial Resources

Solaris has gone through an extensive search process to provide clients with some Internet tools to assist them with their most basic wealth management needs.

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