Soltis Investment Advisors

Company Description:

Our Mission is to create, build, and manage wealth so our clients are free to pursue life’s most important endeavors.

Building wealth isn’t about money. It’s about your values. It’s about your ability to live your life according to what’s most important to you. Because when you have the resources to do so, you’re free to pursue the things that bring you joy.

To us, freedom means living the life you choose. That freedom means more to you – and to us – than wealth management or retirement. Living a life that brings you joy is the ultimate goal; we’re just here to help you build the resources to support it. We do so through our proprietary process of analyzing investments. This process minimizes conflicts of interest, so that everything we do is focused on what’s most important to you. Our fee-only structure means our recommendations are unbiased and based only on what you want out of life. And as we advise you, we do so without any third-party relationship conflicts to cloud judgement about what is right for you.

We begin by understanding your priorities. We’ll assist you in crafting and managing financial plans that provide security and freedom, enabling you to pursue your true passions. Our commitment to independence and transparent fee structures ensures that our advice is unbiased and motivated solely by your well-being. Collaborating with Soltis Investment Advisors and your other trusted professionals, you’ll collectively construct and manage wealth that aligns with your aspirations and goals.

Certifications & Awards

CEFEX Certified, Among the Top Ranking RIAs in the USA as per Barrons, Financial Times, Financial Planning, Newsweek & USA Today with more than $10B in AUM (Assets Under Management)

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