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Welcome to Solaris Private Wealth Management


Solaris Private Wealth Management is the next generation of wealth management. We are an independent, fee-only investment advisory and wealth management firm guided by one fundamental belief - today's investors need a trusted advisor they can turn to for all aspects of their wealth management.

At Solaris, we incorporate a comprehensive, goals-oriented approach to financial planning, for any size of portfolio. Call us at 866.826.8420 to learn more.


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About Us
Philosophy
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03/21/2008


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

At Solaris, we develop wealth-building financial strategies that incorporate our clients' entire wealth management goals.
Institutional Services

Corporate responsibility to employees and shareholders creates specific demands for financial planning and strategy. 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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