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

 

Executive Financial Planning

Comprehensive Asset & Income Planning: Soltis assigns Advisors to work with Executives to complete a comprehensive financial plan on the Executives assets to include 401k, 403b, Pension Plan, ESOP Plan, Stock Options, IRA’s and other individual assets. Soltis works to identify and define objectives for retirement income, asset protection, and distribution. The planning includes coordination of asset pools to align with objectives and optimization of income distribution. Soltis coordinates with other professionals on the estate and tax planning.

Portfolio & Holdings Analysis: Soltis Advisors meet individually with the Executives to review their entire estate and provide reports to include a cash flow analysis, asset management review, tax planning recommendations, and retirement income projections. A comprehensive risk analysis, liquidity evaluation, fee disclosure & comparison, and investment review is provided to measure performance, return attribution, and cost efficiency.

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.

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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

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Soltis Investment Advisors