ABOUT US

I founded Solaris Private Wealth Management with the fundamental belief that all investors, regardless of the size of their portfolio, need a trusted advisor they can turn to for all of their wealth management needs. During my tenure at a a large national stockbrokerage, I witnessed too many salespeople pitching the latest financial products and they were more concerned with their own commissions than the financial wellbeing of their clients. That is why I created Solaris as a "fee'only" investment advisory firm. Not only do we have a fiduciary or legal repsonsilbility to act in the best interests of our clients, we do not earn any revenue from the commissions generated by our accounts.

Commissions = Salespeople and Salespeople do not belong in a financial relationship where integrity and honesty should be the basis of the relationship. I believe a car lot or shoe store is the place for a sales person, not what should be a trusted financial advisory relationship.

We utilize the custodian services of Schwab Institutional, a division of Charles Schwab & Co. Through Schwab, we have access to over 2,500 top-rated no-load mutual funds, equity trading commissions ranging from $9.95 to $22.95 (for most transactions) and a proven leader in the RIA business, with more than $500 Billion in assets.

At Solaris, our clients are provided unmatched integrity coupled with the highest level of client service all focused on our desire to assist them achieve their financial goals.

Call 866.826.8420 to learn more about Solaris Private Wealth Management.