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

 

Charitable Giving

Charitable planning may bless the lives of those who receive your gifts but it can equally bless your life and the lives of your family if properly structured and implemented. If charitable giving is one of your life’s most important endeavors, let us assist you to determine how much is enough to meet your lifestyle goals so you can be confident in knowing the amount of your wealth that is available for charitable purposes. Perhaps more important than knowing how much you can give, is understanding the most effective ways to give to maximize your philanthropic goals. We can help you evaluate various strategies and collaborate with your estate planning attorney to ensure proper design and execution of your plan.

Charitable strategies we can help you consider include:

  •     Charitable Lead or Remainder Trusts
  •     Private Foundations
  •     Donor Advised Funds
  •     Cash vs. In-kind Gifting

We are available to help you define your vision and create a strategy to align your charitable giving objectives with the resources you plan to give over your lifetime.

Who We Serve

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