Solaris Private Wealth Management is a Dave Ramsey SmartVestor Pro (formerly known as the Endorsed Local Provider (ELP)). The SmartVestor 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 created the SmartVestor Pro program — a network of investment professionals throughout the country. Solaris Private Wealth Management is one of the few Dave Ramsey vetted SmartVestor Pros for investing and retirement planning in Austin and parts of Central Texas.
As a SmartVestor Pro, Kai and his team do more than simply pick which investments you should consider. They fit your investments to your life, your financial goals and consider tax implications, economic environment and changes in legislation. Plus, with hearts of a teacher, they will educate you so you understand what you are investing in and why. They will also periodically remind you why you are investing and encourage you to stick with your long-term goals.
Why use an SmartVestor Pro?
SmartVestor Pros are recommended by Dave Ramsey. They have the heart of a teacher.
Being a SmartVestor Pro isn’t easy; it’s hard work because they are held to a higher standard of excellence.
SmartVestor Pros give great customer service and are easy to understand
SmartVestor Pros provide to their clients the level of service that would make Dave Ramsey proud. No one likes to be talked down to or feel like they don’t matter. They believe that managing their clients' invest-able assets is an honor and responsibility.
To learn more about Solaris Private Wealth Management and why we were selected to be a Dave Ramsey recommended SmartVestor Pro, please contact us here.