Corporate Services
Fiduciary guidance for businesses, nonprofits, and organizations — designed to support people, performance, and long-term impact.
Fiduciary Solutions for Organizations with Purpose
Solaris Private Wealth Management partners with businesses, nonprofits, and institutions to deliver fiduciary advice that aligns financial strategy with organizational goals. Our independent, fee-only approach ensures transparency, accountability, and outcomes that serve both leadership and stakeholders.
Whether supporting employee retirement readiness, improving financial literacy, or stewarding nonprofit assets — our role is to provide clarity and confidence
Retirement Plans
Customized corporate retirement solutions designed to support employee financial security while helping organizations manage cost, compliance, and fiduciary responsibility.
Smartwealth Financial Literacy
A proprietary financial literacy program that empowers employees with practical education — reducing stress, improving productivity, and strengthening organizational culture.
Non-Profit Fiduciary Services
Investment oversight and fiduciary guidance for nonprofits, foundations, and charitable organizations — designed to preserve capital and amplify mission impact.
Why Organizations Choose Solaris PWM
- Independent, fee-only fiduciary advice
- Experience across businesses and nonprofits
- Transparent reporting and oversight
- Commitment to long-term sustainability
- Solutions designed for people — not products