Dave Ramsey SmartVestor Pro

Dave Ramsey SmartVestor Pro

Solaris Private Wealth Management is a Dave Ramsey SmartVestor Pro (SVP) (formerly known as the Endorsed Local Provider (ELP)) for Austin and Central Texas.  The SVP program is a service that helps connect people with local investing professionals who have the heart of a teacher.

Dave Ramsey has long sought to find individuals and firms that best represent his values and beliefs.  With this, Dave has created the SmartVestor Pro program —a network of investing professionals.  Solaris Private Wealth Management is one of the few Dave Ramsey vetted SmartVestor Pro for investing and retirement planning in Austin and parts of Central Texas.

As Dave Ramsey’s SmartVestor Pro, Kai and his team do more than simply pick which investments you should consider. We fit your investments to your life and consider tax implications, economic environment and changes in legislation.  Plus, with the heart of a teacher, we will educate you so you understand what you are investing in and why. We will also help remind you why you are investing and encourage you to stick with your long-term goals.

Why use an SmartVestor Pro (SVP)

SVPs earn Dave's endorsement, they don't buy it

Being an SVP isn’t easy; it’s hard work because SVPs are held to a higher standard of excellence. While ELPs do pay a fee to cover website maintenance and employment costs, Dave’s endorsement is not bought — it’s earned. We have over a 30 person team that interviews potential SVPs several times and provides support to make sure they provide the best advice just like Dave does. We also make sure that every SVP is someone you feel comfortable talking to and is a person you can trust.

SVPs give great customer service and are easy to understand

We’ve made sure our SVPs really do have the heart of a teacher and provide top-notch customer service. No one likes to be talked down to or feel like they don’t matter. Our SVPs pride themselves on their willingness to work with every Dave fan and treat them like a friend!

If you would like to learn more about Solaris Private Wealth Management and why we were selected to be a Dave Ramsey SmartVestor Pro, please contact us here.

Comments are closed.