Soltis works with individuals & families to develop, implement, and manage sophisticated financial plans designed to meet their personalized needs and support them in pursuit of their life’s most important endeavors... read more
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... read more
We start the Financial Planning process by listening to you and diligently seeking to understand your lifestyle goals and objectives. We want to know your priorities and develop a plan that aligns them with your... read more
We work diligently to gain a holistic understanding of your financial resources and goals so we can design and implement strategies tailored to meet your individual investment needs. To assist you in meeting... read more
The tax impact on your current and future income as well as the tax implications of your investment strategies will have a significant influence on your ability to achieve your financial goals... read more
The care and skill that we experience in every interaction with SIG are unmatched. They are more than just a professional liability insurer; it's a partner in risk management. The people there are our trusted advisors and educators. They have redefined the very meaning of "value-added" in the insurance industry.