About the company

Solaris Private Wealth Management was founded with the fundamental belief that all investors, regardless of the size of their portfolio, need a trusted advisor they can turn to for all of their financial management needs. During my tenure at a large national stockbrokerage, I witnessed too many salespeople pitching the latest financial products who were more concerned with their own commissions than the financial well being of their clients. That is why I created Solaris as a “fee only” investment advisory firm. Not only do we have a fiduciary or legal responsibility to act in the best interests of our clients, we do not earn any revenue from the commissions generated by our accounts.

Completed Services

  • Complete assets evaluation and web site structure organization
  • Design
  • Semantic XHTML/CSS
  • TYPO3 CMS
  • Search Engine Optimization
  • Google Analytics implementation