Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest.
Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.
Company Details
- Employees
- 110
- Founded
- -
- Address
- 20 N Main Street,
- Phone
- 800.735.1601
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- soltisadvisors.com
- Keywords
- Individual & Institutional Investment Management, Financial Planning, Collaborative Income Tax & Estate Planning, Charitable Giving, Risk Management, Multi-Generational Wealth Consulting, Retirement Plan Benchmarking & Selection, Education, Fiduciary Services.
- HQ
- St. George, UT
Soltis Investment Advisors Questions
Soltis Investment Advisors's helpline number is 800.735.1601
Soltis Investment Advisors's website is soltisadvisors.com
Soltis Investment Advisors's LinkedIn profile is https://www.linkedin.com/company/soltis-investment-advisors
Soltis Investment Advisors has
110 employees.
View email and phone details for 110
employees at Soltis Investment Advisors.
Soltis Investment Advisors's industry is
Financial Services
Soltis Investment Advisors's top competitors are
Drive Wealth Advisers, Llc,
Fidelity Investments,
Albion Financial Group,
Capita Financial Network,
Cresset,
Estancia Capital Management, Llc,
Llr Partners,
Olympus Wealth Management, Llc,
Crewe Advisors,
Alta Capital Management.
Soltis Investment Advisors's categories are Financial Services
Soltis Investment Advisors's founding year is 1993
