


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.


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