Soltis Investment Advisors
Information by Research TrustFinance
Founded in 2001, Soltis Investment Advisors is an independent, fee-only advisory firm committed to acting as a fiduciary for its clients. The company's mission is to create, build, and manage wealth, allowing clients to focus on their personal and professional goals. They serve a diverse clientele including high-net-worth individuals, families, institutional investors like endowments and foundations, and corporate retirement plans, offering customized financial planning and disciplined investment management.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial