- Fee-Only Registered Investment Advisor.
- Founded in May, 2006.
- Account custodian is Schwab Institutional.
- Offers account solutions for all levels of clients.
- Low asset management fees.
- Provides holistic approach to financial planning.
- Motto: “Planning for your tomorrow.”
The Investment Advisor
- Over 30 years of investment experience.
- Worked for Morgan Stanley from 2002-2006.
- Worked in accounting for Fortune 500 companies for the first 10 years after college.
- Founded Solaris Private Wealth Management in May, 2006.
- Believes that a well-diversified, low-cost portfolio achieves the greatest success for clients.
- In addition to investment management, helps clients with all aspects of their financial lives.
- Married with two beautiful daughters.
- Division of Charles Schwab & Co.
- Largest RIA custodian with $1.2T AUM.
- Provides SolarisPWM clients with statements, online access, and year-end tax documents.
Providing unmatched integrity and knowledge when helping our clients achieve their financial goals.
Solaris Private Wealth Management