Let us help you manage your wealth today.

Call Us For Help:
National- (800) 735-1601
St. George, Utah- (435) 674-1600
SLC, Utah- (801) 901-1101

Or Email Us:
wealth@soltisadvisors.com

St. George
20 N Main, Ste 400
St. George, UT 84770

Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101

 

Attorneys

At Soltis, we work closely with many attorneys either as clients or as centers of influence on our current and prospective clients. If a client comes to us who already has a strong relationship with a business or state planning attorney, we are happy to work with that trusted advisor. However, if the client does not have a trusted attorney in a needed area we will seek to match them with the best fit out of our professional relationships. If you are a
leading attorney in your area of expertise and would like us to consider you as a potential provider for our existing clients, please let us know.

Through years of working with various attorneys, we understand that there is a wide range in compensation levels and work hour requirements across the profession. One of our large corporate clients is a successful law firm out of California for whom we provide the retirement plan along with individual wealth management for many of the partners.

We look forward to working with you in whatever capacity is mutually beneficial, whether that is in managing your individual wealth, providing the retirement plan for your firm, or creating a collaborative team with you in order to best serve our clients. Please contact us for additional information on our services, 800-735-1601.

Independently Certified

Soltis Investment Advisors

Soltis Advisors is proud to be among the first investment advisors globally to successfully complete the independent certification process of CEFEX, Centre for Fiduciary Excellence. CEFEX certification independently analyzes the trustworthiness and best practice processes of investment fiduciaries.

More Information

National Recognition

See our ranking in Barron's List of America's Best Financial Advisors.

Soltis Investment Advisors
Soltis Investment Advisors

Financial Times Top 300 Registered Investment Advisors

Our Brochure

Click the image below to view our latest brochure.

Soltis Investment Advisors