Who We Serve
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
You have worked and saved your entire life so that one day you could have the time, money and flexibility to focus on your life’s most important endeavors. The last thing you want to do is spend all of your time worrying about how to invest your money and whether you will have enough resources to sustain your retirement goals.
At Soltis, we allow you to delegate this concern to us. We work together with your team of advisors (attorneys, accountants, etc.) to understand what your most important endeavors are and map out a sustainable plan to accomplish them. We then invest your assets in a way that provides the highest possible probability of accomplishing these goals.
Some of the questions we help you answer are:
- Now that I don’t have a regular paycheck, where is my spending money going to come from?
- What is the most tax efficient way for me to spend my assets?
- What are my options for charitable giving, both ongoing and for estate planning purposes?
- Do I have all of the necessary plans and documents in place to effectively pass on an inheritance?
- How can I pass on my values to my heirs and not just my valuables?
- Who will make sure my spouse and/or other loved ones are taken care of when I pass?