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

 

Widows

Losing a loved one is a very stressful and frightening event. While you are grieving your loss and adjusting to the numerous changes with which you are confronted, many decisions have to be made. From the immediate decisions such as funeral plans, to the financial decisions of how to appropriately handle life insurance proceeds and other asset transfers, to the more personal decisions of how this affects your future plans, it is imperative that you have someone you trust as a resource to see you through this time.

We work closely with your estate planning attorneys to make sure that the estate settlement process is handled smoothly. In addition, we will review your financial situation and update your goals as you are ready to do so to ensure that a long-term plan is in place to provide for your needs.

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