Who We Serve
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:
20 N Main, Ste 400
St. George, UT 84770
Salt Lake City
222 S Main St Ste 1776
Salt Lake City, UT 84101
As a corporate executive, you have unique financial planning and investment needs. You may have a sophisticated benefits package which includes a qualified retirement plan, a non-qualified plan, stock grants, stock options, or other forms of long-term compensation. Moreover, you have a demanding schedule that limits the amount of time you have available to plan out your financial future.
At Soltis, we understand how important it is for you to leverage your time by delegating important tasks to experts, freeing you up to drive results in the rest of your life. Through working with over 80 companies to design, implement, and advise retirement plans for their employees, we have developed expertise in both qualified and non-qualified plans. With this expertise, we can help you take advantage of all of the benefits your plan offers. We can also implement strategies to help you diversify a concentrated stock position.
By taking a holistic approach to all of your wealth generation vehicles, documenting and tracking it for you on a regular basis, and designing a long-term financial plan around all of your resources, we provide you the peace of mind that you are on track to meet your financial goals. We have had tremendous success working with corporate executives and look forward to working with you.