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Soltis Investment Advisors - Soltis Investment Advisors Our focus on independence and fee-only management helps us advise you without bias Working hand-in-hand with Soltis and your other trusted professionals, you’ll build and manage wealth that supports what you want most in life
Wealth Management - Soltis Investment Advisors Once your financial plan is created, Soltis will be in a better position to construct an investment portfolio focused on helping you achieve your financial goals We measure our success by our ability to help you get what you want most out of life
Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to . . . ST GEORGE, UT – Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser (“RIA”) with more than $10 billion of client assets, today announced Neal Simon and Clive Cholerton have been appointed to its Board of Directors The appointments help to strengthen Soltis’ leadership position as it continues to scale operations
Soltis Investment Advisors Appoints Jeffrey Harris as Head of Mergers . . . ST GEORGE, UT – Soltis Investment Advisors (“Soltis”), a Registered Investment Adviser (“RIA”) with more than $10 billion of client assets, announced today that Jeffrey Harris will join as its new Head of Mergers Acquisitions and Partnerships to support its strategic growth efforts
Soltis Advisors to Open New Office in Dallas Fort Worth As part of the expansion, Soltis is opening a new physical office located at 2131 E Kirkwood, Suite 130 Southlake, TX 76092 “We are pleased to expand our presence in the Dallas Fort Worth market with additional staff and a new office
Institutional Retirement Plan Services | Soltis We want to help you provide for what your employees want most out of their retirement Soltis provides consultation to Plan Sponsor Fiduciaries for Defined Benefit, Defined Contribution, Profit Sharing, and Non-Qualified Plans
Financial Planning Top 150 RIAS - Soltis Investment Advisors Soltis has been recognized by the Financial Times (top RIA and top Plan Sponsor lists) and Barron’s (the only Utah independent Registered Investment Advisory firm on the 2024 top independent advisors list)
Bill Wallace, CFA | Soltis As Chair of Public Investments, Bill plays a pivotal role in spearheading, formulating, and executing investment strategies for Soltis’ diverse clientele, encompassing both individual and institutional sectors
Clark V. Taylor, CFP® Managing Partner | Soltis Early in his career at Soltis, Clark worked closely with institutional clients servicing retirement plan sponsors and their employees Later, Clark began focusing on the Wealth Management side of Soltis and has been the Managing Partner for Wealth Management Services since 2013
Salt Lake | Soltis Nathaniel (Fano) Barton Retirement Advisor Fano joined Soltis in January 2022 as a Retirement Advisor, focusing on partnering with executives and investment committee members to develop, monitor, enhance, and revise employer retirement and savings plans