Privacy Policy


Solaris Private Wealth Management (“Solaris”) is a registered investment advisory firm headquartered in Austin, Texas. We are a trusted wealth manager for our clients who rely on our wealth management expertise and exceptional client service.

Solaris's web site provides general information pertaining to its investment advisory services. Solaris does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Accordingly, the publication of Solaris's web site on the Internet should not be construed by any consumer and/or prospective client as Solaris's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Solaris with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Solaris, please contact either the SEC or the state securities law administrators for those states in which Solaris maintains a notice filing. Information pertaining to Solaris's advisory and business operations, services, and fees is set forth in Solaris's current disclosure statement which is on file with the United States Securities and Exchange Commission. A copy of the disclosure statement is available from Solaris upon written request.

Certain portions of Solaris's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provides access to, Solaris's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as a substitute for personalized advice from Solaris, or from any other investment professional.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Solaris) or product made reference to directly or indirectly by Solaris in its web site will be profitable or equal the corresponding indicated performance level. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio.

Solaris does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether directly or indirectly referred to or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.