Solaris Wealth Strategies uses creative, data-driven solutions and a collaborative approach to protect, grow, and distribute your wealth. While our process is consistent, every strategy we build is suited to your unique needs. Updates reflect changes in goals, your life, and economic conditions.
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What is Solaris?
At Solaris Wealth Strategies, we marry principles of wealth creation and protection with the practices of behavioral finance. We support all our recommendations quantitatively and develop plans of action with cutting-edge strategy, but it is all done with your unique human history and personality at the center.
Our Inspiration.
Solaris is a 1961 work of science fiction by the Polish writer Stanislaw Lem. It chronicles the travels of a psychologist to the titular planet, who attempts to understand the nature of a mysterious, intelligent ocean that covers the planet. The planet ultimately yields nothing that would further a scientific understanding of the ocean itself, but it profoundly exposes the depths of the humans who attempt to understand it, in a process of self-discovery that distills the essence of who they are.
How It Relates.
At Solaris Wealth Strategies, we help our clients to understand that the answers to their questions will not be found in the ocean of information raging outside of them. What we have discovered is that the most powerful agent of actualization is the understanding that one’s behavior and beliefs are the forces that shape their desired reality and long-term financial success.
Three Ways to Engage.
Specific Area
You may have a specific area of focus you wish to have help, education, or feedback on. Often this includes the implementation of a financial product or management of an asset.
Collaboration
You may no longer have the time, energy, or expertise to manage all aspects of your financial life. We can serve as a resource to help you make decisions while you retain control and custody of assets and aspects of the process.
Leadership
You may want a team to manage and oversee all aspects of your financial life and provide a greater degree of leadership in implementing strategies to achieve your goals. You wish to unburden yourself of financial decision-making and obtain a more firm direction.
Our Process.
Understanding Your Vision
In this stage, we record your information and feelings. We want to understand your goals, concerns, and priorities.
Reworking Opportunities
Through a series of questions and reframing, we work to identify potential risks and new financial possibilities.
Strategy Building
Drawing on our collective experience, as well as utilizing tools and technology, our team begins to formally develop strategies and educate you on their application.
Implementation and Taking Action
Our advisors coordinate all aspects of your plan into a single coherent, measurable system and work with you to create a timeline and take specific action steps.
Helping you Thrive
Through our ongoing relationship, we help you continue to make decisions as your lives evolve and circumstances change.
Ready to Reach Your Financial Goals?
When you are, we’re here to help. Contact our team to schedule a consultation.