Why Solaris Private Wealth Management
Fee-only fiduciary built on trust, independence, and experience.
Solaris Private Wealth Management has been proudly serving individuals, families, and businesses since 2006. SolarisPWM partners with Charles Schwab as our account custodian. Built on the principles of trust, integrity, and a relentless commitment to our clients, we operate as a fee-only, independent Registered Investment Adviser dedicated to putting your interests first. Our team brings decades of experience to every relationship, providing personalized guidance at each step in your financial journey.
What Sets SolarisPWM apart?
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 your goals, values, and concerns before offering recommendations.
Fee-Only Fiduciary
Clear Fees, Clear Process
As a fee-only Registered Investment Advisor, we do not sell products or receive commissions. We are legally and ethically obligated to act as a fiduciary, putting your interests at the center of every decision and recommendation. Our compensation comes only from clearly stated advisory fees, not from trades or product sales.
Independent Firm
Truly Independent Perspective
SolarisPWM is independently owned and operated, free from the control of banks, brokerage firms, or insurance companies. This independence allows us to provide advice with no hidden agendas, align our objectives with yours, and remove many of the conflicts that can exist at other financial institutions.
Our Story & Vision
Welcome to Solaris Private Wealth Management, where we have been serving clients for over two decades. Our team of seasoned financial professionals brings over 40 years of investing experience and more than 20 years of helping clients identify and pursue their financial goals. We are honored to walk alongside individuals, families, and businesses as they navigate life’s financial decisions.
Our vision is simple and ambitious: to become the most trusted and respected advisor in the wealth management industry. We pursue this by listening carefully, providing objective guidance, and building enduring relationships founded on respect and a shared vision for your future.
Independent Wealth Consulting Firm
What It Means to Be an Independent Wealth Consulting Firm
Solaris Private Wealth Management is independently owned and operated. We are not owned by or affiliated with a bank, brokerage firm, or insurance company. This independence allows us to provide financial planning and investment advice with no hidden agendas and no pressure to recommend proprietary products.
Our role is to sit on your side of the table—helping you evaluate options objectively and choose the strategies that best support your goals and risk tolerance.
SolarisPWM At A Glance
Established 2006
Over two decades serving individuals, families, and businesses as an independent Registered Investment Advisor.
40 + Years of Investing Experience
Our team brings over 40 years of investing experience and more than 20 years of helping clients identify and pursue their financial goals.
Competitive, Low AUM Fees
We operate as a fee-only fiduciary, putting your interests first with competitive, low asset-under-management fees and no product comissions.
Trusted Stratigic Alliances
Strategic relationships with Charles Schwab, a leader in custodial services, and RightCapital, a pioneer in financial planning technology, support our ability to serve clients efficiently and securely.
Why Certified Financial Planner™ Professionals
CERTIFIED FINANCIAL PLANNER™ professionals have met the CFP Board’s rigorous education, training, and ethical standards. This includes comprehensive study across key areas such as retirement, investments, tax, insurance, and estate planning, as well as ongoing continuing education requirements.
By working with a CFP® professional, you are partnering with an advisor who is committed to a high standard of competence and ethics in delivering financial planning advice.
What It Means to Work With a Fiduciary
Some firms earn commissions from the products they recommend or from frequent trading decisions. At SolarisPWM, we do not. As fiduciaries, we are legally and ethically bound to act in your best interests.
When you work with SolarisPWM, you can expect a goal-focused, planning-led approach to your investments. We help you identify your financial goals, select an appropriate asset allocation, and develop an investment strategy that fits your unique situation. Our recommendations are designed to support your long-term objectives, not to generate commissions.
Is SolarisPWM Right For You?
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.