Investment Management
Disciplined portfolios. Built for your goals.
Customized investment strategies designed to balance long-term growth, risk management, and tax efficiency — guided by fiduciary principles.
A Customized Portfolio for Every Client
No two client portfolios at SolarisPWM look exactly alike. Portfolios are tied to your unique financial goals, with investment allocations that give you a high probability of reaching those goals. We will recommend a mix of investments and tax-efficient strategies to help you toward long-term growth while also providing stability in the short term. And as your life evolves, we will revisit and adjust your portfolio to keep it aligned with your goals.
Our Investment Principles
Low Cost
Transparency
As a fee-only Registered Investment Advisor, you will have confidence in knowing that commissions or compensation is never a criterion in our investment selection process.
Tax-Efficient
In addition to managing tax-efficient trades, our advisors guide clients on using taxable accounts, pre-tax and Roth IRAs alongside retirement accounts for tax-optimized outcomes. Every portfolio is designed with a compliant tax strategy that aligns with the client’s unique financial situation.
Risk-Aware
Portfolios built to manage volatility, not chase returns
How We Select Investments
Asset class diversification
Evidence-based allocation
Ongoing monitoring and review
No product bias
Our Investment Process
1
Understand your objectives, risk tolerance, and time horizon
2
Design a personalized investment strategy
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4
5
Ongoing Monitoring & Reporting
Clients receive regular account statements, custom reporting, and scheduled review meetings — ensuring transparency, accountability, and alignment with evolving goals.