Planning For Your Tomorrow
At Solaris Private Wealth Management, a fee-only, independent Registered Investment Adviser, we provide fiduciary financial planning and investment management customized to your goals. Our client-first approach emphasizes transparent advice, disciplined investment strategies, and ongoing planning support designed to help you work toward a more confident financial future.
Trust & Integrity
Client-first from day one
Since 2006, SolarisPWM has been built on trust, integrity, and a commitment to acting in our clients’ best interests. We focus on long-term relationships, taking the time to understand you.
Transparency
Clear Fees, Clear Process
Our compensation comes only from a clearly stated advisory fee based on the assets we manage for you—no trading or product commissions.
Personal
Personalized, Holistic Planning
We integrate your investments, retirement income, tax strategy, and legacy wishes into one coordinated, holistic financial plan, creating a comprehensive strategy tailored to your goals.
Our mission is to provide unmatched integrity as we help our clients pursue their financial goals.
Kai Lamb, CFP®
Founder & Managing Director
Kai Lamb, CERTIFIED FINANCIAL PLANNER™, founded Solaris Private Wealth Management on a simple belief: every investor deserves a trusted, conflict-free advisor. After seeing commission-driven practices at a large national brokerage, Kai built SolarisPWM as a fee-only Registered Investment Advisor, focused solely on clients’ best interests. With more than 18 years leading SolarisPWM and prior experience at firms like Morgan Stanley, Kai brings deep financial expertise and a strong fiduciary commitment to every relationship. He founded SolarisPWM to provide truly independent, client-centric wealth management.
One Size Fits One
Investment Strategies,
Personalized to You
At Solaris Private Wealth Management, each client’s investment portfolio is tailored to their individual goals, time horizon, and comfort with risk. We build diversified, goals-based portfolios and may recommend a mix of investments and tax-efficient strategies designed to support long-term growth while helping manage near-term volatility. As your circumstances change, we regularly review and adjust your portfolio to help keep it aligned with your overall financial plan and objectives.
Private Clients
Individuals & families seeking comprehensive wealth management
We provide fee-only, fiduciary financial planning and investment management for individuals and families, helping you organize your entire financial life and stay aligned with your long-term goals.
Corporate Retirement Plans
Plan sponsors looking for fiduciary guidance
We partner with employers to design, evaluate, and oversee retirement plans with a focus on fiduciary responsibility, participant education, and clear, transparent oversight.
Non-Profits & Financial Literacy
Boards & organizations focused on stewardship
We support non-profit boards and community organizations with fiduciary investment oversight and practical financial literacy programs, helping advance both mission and long-term sustainability.
Ready to Talk
We’d be glad to learn more about your goals and share how our fee-only, fiduciary approach works. Please share a few details below, and we’ll follow up to schedule a convenient time to connect.
Planning for your tomorrow
