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Solaris Private Wealth Management provides all clients unbiased guidance for all aspects of their financial well being.
- No Account Minimums
- Independent Registered Investment Advisory Firm
- Fee Only
Foundations
A private family foundation can help you and your family legacy make a difference to the charitable causes that are important to you, by providing greater control of giving, income and estate tax benefits. Solaris Private Wealth Management offers a turnkey solution for the startup, administration and management of a private family foundation including the creation of the investment policy statement and ongoing investment management.
To learn more about how Solaris Private Wealth Management can help families create a lasting legacy through the use of a private family foundation, please call us at 866.826.8420 today.