Company

Solist Wealth Management

Financial Services 442 W Kennedy Blvd 6 employees

Employees: 6
Contacts: 1
Emails: 1

www.solistfinancial.com LinkedIn

Solist Wealth Management Overview

Headquarters: 442 W Kennedy Blvd
Website: www.solistfinancial.com
Industry: Financial Services
Employees: 6
Founded: 2023
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Services Investment Management Financial Consulting Private Banking Lending Wealth Management Private Wealth Management Portfolio Management Tax Advisory Estate and Trust Asset Protection

About Solist Wealth Management

Solist Wealth Management is a SEC registered investment advisor boutique. We work with individuals, families and institutions and offer: private banking, multi-custody investment management, tax and estate advisory, family office reporting, governance, and bill pay.

Solist Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Solist Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Michael Rosenbach	Founder & CEO of Solist Wealth	Tampa, Florida, United States	Email
Vansh Patel	Personal Lines Insurance Advsior		View
Lucas Gobea	Commercial & Personal Lines Producer	Tampa, Florida, United States	View
Isabelle Sering	Private Banking & Investments Associate	Tampa, Florida, United States	View