Personal CFO / Business Manager
Solaris Private Wealth Management has developed propriety Solaris Personal CFO Program for HNW, successful entrepreneurs, athletes and business executives. Solaris PWM understands the challenges of balancing demanding work life, travel with quality family time. The Solaris Personal CFO Program provides an efficient mechanism for:
- Budgeting, personal performa and cashflow analysis/projections
- Bill Pay
- Financial record keeping
- Coordination of outside advisors
- Philanthropic Oversight
If you would like to learn more about our proprietary Solaris Personal CFO Program, please contact us at 866.826.8420, or click here to request additional information.