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:
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

 

Entrepreneurs

As an entrepreneur, you are laser focused on ensuring that your company succeeds. So much of your time and energy is spent running the business, managing your risk, and creating long-term value that your personal financial situation oft times is neglected. In addition, you may have a high degree of concentration with most of your wealth tied to one or two business ventures.

Soltis has helped many business owners and entrepreneurs appropriately diversify their assets so that regardless of the outcome of your current venture, the wealth that you have created up to this point can provide a safety net. We also make sure that we are closely tracking your personal financial situation even when you may not have time to do so. This gives you the confidence to focus on making your business a success and the comfort of knowing that you and your loved ones will be provided for as well.

Furthermore, given our experience working with very successful companies to set up and manage top quartile retirement plans, provide cash management solutions, and more, Soltis is a valued partner for your business as well.

We look forward to serving you and invite you to give us a call at 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