To create, build, and manage wealth so our clients are free to pursue life's most important endeavors.
Soltis Investment Advisors is a leading financial services firm dedicated to creating, building, and managing wealth for its clients, empowering them to pursue their most important life endeavors. With a commitment to delivering financial security and personal freedom, Soltis Investment Advisors offers a unique and proprietary process of investment analysis designed to eliminate conflicts of interest. The firm's client-centric approach ensures that investment recommendations are driven solely by the best interests of those they serve.
Soltis Investment Advisors provides a comprehensive suite of services, including wealth management and financial planning for individuals and families. Additionally, Soltis offers expert investment advice and plan consultation to retirement plans for successful small to medium-sized businesses. Operating independently, Soltis Investment Advisors maintains a high level of accountability and responsibility, setting them apart from their peers. The firm's primary address is 20 N Main Street, Suite 400, St. George, UT 84770, US, with additional locations at 222 South Main Street, Suite 1776, Salt Lake City, UT 84101, US; 155 108th Ave NE, Suite 202, Bellevue, Washington 98004, US; 2131 E. Kirkwood, Suite 120, Southlake, TX 76092, US; 3100 W Ray Rd, Suite 201, Chandler, Arizona 85226, US; and 39500 High Point Blvd, Suite 230, Novi, MI 48375, US.
With a strong foundation built since its founding in 1993, Soltis Investment Advisors continues to deliver exceptional value and foster lasting relationships with its clients. The firm specializes in collaborative income tax and estate planning, multi-generational wealth consulting, education, retirement plan benchmarking and selection, individual and institutional investment management, fiduciary services, charitable giving, risk management, and financial planning. The management team is diligently working to enhance and complete company information, ensuring you have the most up-to-date details.
To the Manager of Soltis Investment Advisors: We invite you to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.
Compare Soltis Investment Advisors with 3 companies in Financial-Services
| Comparison Field |
Soltis Investment Advisor...Main Company |
SteelPeak WealthView Profile |
Golden Goose Wealth...View Profile |
McAdam FinancialView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2012 | 2021 | 2008 |
|
Company Size
|
— | 11-50 | 2-10 | 201-500 |
|
City
|
St. George, UT | Woodland Hills, CA | Grand Rapids, Michigan | Philadelphia, PA |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
14 Total Skills
Wealth Management
Financial Planning
Investment Advisory
Retirement Planning
Estate Planning
Fiduciary Services
Investment Management
Collaborative Income Tax & Estate Planning
Multi-Generational Wealth Consulting
Education
Retirement Plan Benchmarking & Selection
Individual & Institutional Investment Management
Charitable Giving
Risk Management
|
17 Total
2 Common
15 Unique
Match
14%
Common Skills:
Investment Management
Wealth Management
Unique Skills:
Alternative Investments
Cash flow analysis
Cash Flow Strategies
College Funding
Disability
Fixed Insurance Solutions
+9
|
8 Total
2 Common
6 Unique
Match
14%
Common Skills:
Estate Planning
Retirement Planning
Unique Skills:
Cash Flow Planning
Debt Management
Employee Benefit Maximization
Investments
Student Loans
Tax Planning
|
14 Total
3 Common
11 Unique
Match
21%
Common Skills:
Investment Management
Retirement Planning
Wealth Management
Unique Skills:
401(K) Optimization
Advisory
Business Owner Services
College Savings Planning
Divorce Financial Planning
Employer Benefits Optimization
+5
|
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