Soltis Investment Advisors

Soltis Investment Advisors

Financial-Services

St. George, UT
Company Tagline

To create, build, and manage wealth so our clients are free to pursue life's most important endeavors.

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Matt Brann CFA Jedd Wilson Austin Miller Neal Simon

Compare Companies Side by Side

Compare Soltis Investment Advisors with 3 companies in Financial-Services

4 Companies
Comparison Field
Soltis Investment Advisors
Soltis Investment Advisor...
Main Company
SteelPeak Wealth
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Golden Goose Wealth Planning
Golden Goose Wealth...
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McAdam Financial
McAdam Financial
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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
4
Total Companies
2008
Oldest Founded
1
Countries
45
Unique Skills

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Alternative Company Names

This company is also known as

Soltis Investment Advisors 索尔蒂斯投资顾问 सोल्टिस निवेश सलाहकार سولتيس لخدمات الاستثمار Солтис Инвестмент Эдвайзерс