Soltis Investment Advisors

About

Soltis Investment Advisors is a fee-only wealth management and retirement planning firm based in Salt Lake City, Utah. The firm conducts initial consultations to understand client priorities and values, then develops financial plans addressing retirement analysis, cash flow modeling, tax planning, risk management, education funding, stock options, charitable planning, and estate planning coordination. Investment management follows a proprietary discipline involving personalized investment policy statements, asset allocation and manager selection, implementation across multiple asset classes including alternatives, and ongoing monitoring. The firm serves both individual wealth management clients and company retirement plan sponsors.

Firm details

Languages

English

Hours

Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed

SEC registered

No