Kai Lamb, CFP®
Managing Director
Fiduciary Wealth Management LeadeR
40 Years of Financial Experience
About Kai Lamb, CFP®
Solaris Private Wealth Management was founded on the belief that all investors, regardless of portfolio size, deserve a trusted advisor for every aspect of their financial lives. During my time at a large national brokerage, I saw too many advisors focused on commissions rather than clients’ well-being. That experience inspired me to create SolarisPWM as a “fee-only” Registered Investment Advisor, ensuring we act solely in the best interest of our clients.
With over 20 years of leadership at SolarisPWM, Kai Lamb, Founder and Managing Director, has championed fiduciary wealth management services. His background includes leadership roles at Morgan Stanley, along with extensive experience in finance and accounting at Fortune 500 companies. Kai’s commitment to the community extends beyond finance—he co-founded the Viper Nation Academic Booster to support local education.
Why Kai’s Approach Matters
Fiduciary First Philosophy
Acting in your best interest — always.
Fee‑Only Transparency
No commissions. No conflicts.
Decades of Experience
18+ years in wealth management leadership.
Community Leadership
Local involvement that reflects his values.
Professional Highlights
CFP® — Certified Financial Planner
Leadership roles at Morgan Stanley
Finance & accounting at MGM Grand & Monte Carlo Resort
Co‑Founder — Viper Nation Academic Booster
Ready to wok with Kai?
Choosing a financial advisor is a deeply personal decision. If you value a long-term relationship with a fee-only fiduciary—one who takes the time to understand your life, your goals, and your concerns—we invite you to learn more.