Tradition. Value. Independence. Since 1961.

Wealth Management

Overview
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
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... read more
Financial Planning
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
Investment Management & 401K etc.
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
Income Tax Planning
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
Estate Planning
You have worked hard to build and retain your wealth. A well designed estate and gifting plan can provide tremendous asset protection, ensure your assets transfer to your intended... read more
Charitable Giving
Charitable planning may bless the lives of those who receive your gifts but it can equally bless your life and the lives of your family if properly structured and implemented. If... read more
Legacy Planning: Heritage Process
Ampelis Legacy Consultants is a separate entity established to assist Soltis Investment Advisor’s high net worth clients in successfully transitioning their wealth to their heirs.... read more
Risk Management
Improper estate planning or an unforeseen death or disability can jeopardize an otherwise well designed financial plan unless appropriate insurance policies are in place to properly... read more
Conferences
Soltis sponsors an annual Wealth Management Conference that updates our clients on our current investment themes, market conditions, and the economic outlook. Current... read more

Get in Touch!

For more information, please contact our benefits specialist below.

Jim Shumway

Executive Vice President