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

 

Plan Sponsor Services

Soltis provides consultation to Plan Sponsor Fiduciaries for Defined Benefit, Defined Contribution, Profit Sharing, and Non-Qualified Plans. Soltis is a leader in assisting Plan Sponsors in providing participants with services on their 401(k), 403(b), Pension and Profit Sharing Plans.

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

Click the image below to view our latest brochure.

Soltis Investment Advisors