Trusted Guidance

Solaris Private Wealth Management provides unbiased guidance in our client-focused financial planning and investment management.
Fee Only | Independent Registered Investment Advisory Firm | Solutions for all account sizes

Mission Statement

Providing unmatched integrity when helping our clients achieve their financial goals.


Solaris Private Wealth Management is proud to be selected as a Dave Ramsey SmartVestor Pro because of our financial services experience, our commitment to our clients and our drive to help our clients achieve their financial goals. At SolarisPWM, we share with Dave similar beliefs in what defines successful investing.