Investment Management

Investment Management

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At Solaris Private Wealth Management, our investment philosophy begins with the simple, yet surprisingly profound notion that our client’s goals should drive their investment strategy. We help our clients clarify their goals and then create a custom portfolio using the most appropriate investments, including no-load mutual funds, exchange-traded-funds and individual equities.

If you would like to learn more about our Investment Management services, please contact us at 866.826.8420, or click here to request additional information.