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
Accountants and Banking Institutions
Many Registered Investment Advisory firms our size have chosen to bring accountants in house to provide tax advice and filing for their clients. At Soltis, we have chosen not to do this as we prefer to work with the top accounting firms in each of our various service areas. We also are willing to work with a new client’s preferred accountant as long as we feel that the client is receiving the level of service and expertise that we demand.
For each of our clients, we like to form collaborative teams with their accountant, estate planning attorney, and other trusted advisors to provide timely, tax efficient and accurate information to our clients as we manage their wealth. We look forward to working with you on some of these teams as we serve our mutual clients.
Additionally, we work directly with accounting firms to manage their retirement plans and the individual wealth of some of the partners. We feel very confident that we can add value to your current investment approach and hope to work with you either as a professional relationship or as a client. Please call us at 800-735-1601.