Individual Investors
Financial planning and wealth management for individuals.
Retirement Planning
Solaris Private Wealth Management offers investors a broad range of individual retirement accounts, including:
- Traditional IRAs
- ROTH IRAs
- SIMPLE IRAs
- SEP-IRAs
For clients just beginning to save for retirement or for those with 401k Rollovers, Solaris Private Wealth Management will create a customized retirement account allocated to each client’s unique financial goals, risk tolerance and time horizon.
If you would like to learn more about our retirement planning accounts, please contact us at 866.826.8420, or click here to request additional information.
