Soltis Investment Advisors
Founded 1993 · 140 employees on LinkedIn · 1 known investors
Soltis Advisors is a fee-only, independent wealth management firm that provides financial planning, investment management, and retirement planning services. It advises individuals as well as company executives and committees on employer-sponsored retirement plans, using a proprietary investment analysis process.
Investors · 1
Frequently asked questions
- What does Soltis Investment Advisors do?
- Soltis Advisors is a fee-only, independent wealth management firm that provides financial planning, investment management, and retirement planning services. It advises individuals as well as company executives and committees on employer-sponsored retirement plans, using a proprietary investment analysis process.
- Who are Soltis Investment Advisors's investors?
- Soltis Investment Advisors's investors include Estancia.