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:

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


Past Conferences

Wealth Management Conferences

2015 9th Annual:  Agenda  |   Presentations   
2014 8th Annual:  Agenda  |   Presentations
2013 7th Annual:  Agenda  |   Presentations
2012 6th Annual:  Agenda  |   Presentations
2011 5th Annual:  Agenda  |   Presentations
2010 4th Annual:  Agenda  |   Presentations

Investment Committee Conferences

2015 12th Annual:  Agenda  |   Presentations
2014 11th Annual:  Agenda  |   Presentations
2013 10th Annual:  Agenda  |   Presentations
2012 9th   Annual:  Agenda  |   Presentations
2011 8th   Annual:  Agenda  |   Presentations

*access to past agendas and presentations are available to clients upon request

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