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Solaris Private Wealth Management was founded with the fundamental
belief that all investors, regardless of the size of their
portfolio, need a trusted advisor they can turn to for all of their
financial management needs.
During my tenure at a large national stockbrokerage, I
witnessed too many salespeople pitching the latest financial
products who were more concerned with their own commissions than the
financial well being of their clients. That is why I created Solaris
as a “fee only” investment advisory firm. Not only do we have a
fiduciary or legal responsibility to act in the best interests of
our clients, we do not earn any revenue from the commissions
generated by our accounts.
Commissions = Salespeople and Salespeople do not belong in a
financial relationship where integrity and honesty should be the
basis of the relationship. I believe a car lot or shoe store is the
place for a sales person, not what should be a trusted financial
advisory relationship.
Solaris Private Wealth Management understands that today’s investors
need more than just a stockbroker selling investment products - they
need guidance in the entire financial life...that’s where Solaris
Private Wealth Management comes in. While Asset Management is a
significant portion of how we service our clients, we do much more,
including creating Investment Plans based on each client’s unique
financial goals, generating annual Net Worth Statements, liability
management, assistance with setting up trusts, and much, much more.
Solaris Private Wealth Management provides businesses, large and
small, with retirement plans that fit their specific needs,
including:
* 401(k) Plans
* ROTH 401(k)
* SEP-IRAs
* SIMPLE IRAs
At Solaris Private Wealth Management, we believe our job as a plan
advisor doesn’t end after all the employee applications have been
completed and signed – it’s just beginning. Also, as a Registered
Investment Advisor, Solaris Private Wealth Management has a
fiduciary or legal responsibility to act in the best interest of its
clients.
http://www.solarispwm.com/
2850 Horizon Ridge Parkway,
Suite 200
Henderson, Nevada 89052
Nevada : Financial Advisor in Henderson
: Financial Advisor in Las Vegas :
Financial Advisor in Reno
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