Solaris Wealth Strategies provides comprehensive financial planning and investment management for individuals, families, and business owners. Their stated mission is to help clients achieve their financial and life goals through a disciplined, evidence-based approach to wealth management. The firm focuses on creating personalized strategies that encompass investment management, retirement planning, estate and tax planning, and insurance solutions, operating as a trade name under the regulated entity Wellington-Altus Private Wealth Inc.

Founded in

United States