Managing Director at Solaris
Solaris Private Wealth Management was founded with the fundamental belief that all investors, regardless of the size of their portfolio, need a trusted advisor they can turn to for all of their financial management needs. During my tenure at a large national stock brokerage, I witnessed too many salespeople pitching the latest financial products who were more concerned with their own commissions than the financial well being of their clients. That is why I created Solaris as a “fee only” investment advisory firm. Not only do we have a fiduciary or legal responsibility to act in the best interests of our clients, we do not earn any revenue from the commissions generated by our accounts. At Solaris, our clients are provided unmatched integrity coupled with the highest level of client service all focused on our desire to assist them to achieve their financial goals.