Who We Serve

Accountants and Banking Institutions
Attorneys
Business Executives
Entrepreneurs
Foundations & Endowments
Physicians
Retirement Plans
Retired
Trusts, Trustees & Beneficiaries
Widows

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, Ste 1776
222 S Main St
Salt Lake City, UT 84101

Who We Serve

At Soltis, we service a wide variety of clients with diverse needs. A list of some of our most common clients is found at the left of the page. While this list is not exhaustive, it does illustrate a sampling of the services that we provide to our clients and how we adapt these services to individual needs.

The common thread that runs through all of our client interactions is that we do what is in the best interest of our clients. Because we are a fee-only, independent investment advisor, we do not receive any commissions for selling products or payments from the investment vehicles. Rather, we are paid directly by our clients, which we believe aligns our interests with those of our client. We want the same thing that you want which is the peace of mind that you are able to accomplish your life’s most important endeavors.

We are excited to serve you and invite you to give us an opportunity to present our value proposition. Please call our team at 800-735-1601 to set up a time to meet with one of our advisors.