Solis Wealth Management

Solis Wealth Management

Financial Services La Quinta, California, United States 8 employees
Employees
8
Contacts
2
Emails
2
Phones
1

Solis Wealth Management Overview

Headquarters
La Quinta, California, United States
Phone Number
Available in AeroLeads
Website
soliswealth.com
Industry
Financial Services
Employees
8
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Solis Wealth Management

Our mission is to help our clients make smart decisions with their money, achieve financial success and accomplish what they value most in life. Our desire is to provide individuals with the absolute best advice and service available in the financial industry, and do it with the highest level of competence and integrity. Solis Wealth Management is an independent financial firm established to put our clients’ best interest first by strictly adhering to our mission statement, vision statement and commitment creed—governing values that drive our daily life. Everything we do at Solis Wealth Management must be compatible with them. We are keenly aware that the guidance we are able to provide every day is a blessing and a privilege, and we want to steward it to the best of our ability. To accomplish this, we believe that we cannot be solely focused on ourselves, but must also be an “other-centric” organization that is driven to make a difference in people’s lives. We understand that money is a tool to help you confidently pursue what you value most, and we are passionate about helping you transition from financial independence to personal significance. Please visit www.soliswealth.com for more information. ------------------------------------------------------------------------------------------- The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member SIPC. http://www.sipc.org/ For a list of states in which I am/we are registered to do business, please visit www.soliswealth.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Solis Wealth Management Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Solis Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Greg Solis, Aif®
Email Phone
Ian M. Weeks, Cfp®, Chfc®, Clu® Solis Wealth Management
View
Tiffany Valentine, Cfp®
Email

Employees by Management Level

Individual contributor 3 profiles

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1

Compare Similar Companies to Solis Wealth Management