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

 

Risk Management

Improper estate planning or an unforeseen death or disability can jeopardize an otherwise well designed financial plan unless appropriate insurance policies are in place to properly mitigate those risks. Unfortunately, the complexity and quantity of insurance products available in the market make it difficult to find the appropriate solution for your unique situation.

Soltis does not sell insurance or receive any commissions related to insurance products so you can feel confident in our unbiased insurance analysis and recommendations. Our interest is to assist you in efficiently using your resources to meet your short and long-term financial goals.

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