SolarisPWM Cares
Giving back through financial education and community-focused initiatives.
At Solaris Private Wealth Management, we believe financial knowledge is a powerful tool for building stronger communities. Through SolarisPWM Cares, we support educators, non-profits, and community organizations with programs designed to empower people to make informed financial decisions.
Building Stronger Communities
How We Give Back
SolarisPWM Cares focuses on two key initiatives:
Classroom to Retirement Initiative
A program dedicated to helping teachers and school administrators plan for retirement.
Foundation for financial success
A financial literacy course for non-profits and community organizations.
Both are grounded in the same principles that guide our work with clients—education, transparency, and a commitment to long-term financial well-being
Education • Transparency • Commitment
Classroom to Retirement Initiative
Through the Classroom to Retirement Initiative, we offer educators comprehensive financial planning, including financial goal setting, budgeting, coupled with a no-minimum start-up ROTH IRA. Our team of fee-only, independent financial advisors is committed to helping educators build a robust retirement strategy that aligns with their long-term goals. By participating in this program, educators can enjoy the peace of mind that comes from knowing their future is in good hands, allowing them to focus on what they do best—shaping the future of their students.
Foundation for Financial Success
At SolarisPWM, we are dedicated to empowering our community with the tools and knowledge to achieve financial well-being. Through our “Foundation for Financial Success” initiative, we offer a complimentary 4-hour classroom-style financial literacy course designed for non-profits and community organizations. At no cost, our experienced advisors will guide participants through essential topics, including budgeting, automating financial goals, debt management, investing fundamentals, and retirement planning. Following the course, each participant will receive a free 1-hour phone consultation with one of our advisors, offering personalized guidance to help them determine the steps necessary to achieve their goals. This is our way of giving back to the community and fostering a foundation for financial success.
Partner With SolarisPWM Cares
If you’re a school, non-profit, or community organization interested in financial education for your members, we’d be honored to partner with you. Reach out to our team to learn more about SolarisPWM Cares and how these initiatives can support your community.