With our private wealth strategies, we’ll help you grow and protect your assets, and eventually distribute wealth to the people and causes you care about.
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Private Wealth Management Services
Solaris Wealth Strategies brings experienced wealth advisors and access to a network of professionals to help you achieve your goals. Our private wealth management team will take your planning to the next level, employing innovative strategies to get you there, while protecting you along the way.
Financial Planning & Oversight
You’ve built your financial foundation. As your valued resource, we will help you build upon that foundation and protect what you have sacrificed and worked so hard to achieve. Whether it is budgeting for a passion project, conducting cash flow analysis, developing a plan to finance a large purchase, or distributing assets to fund education for children or grandchildren, we’re here to help you flourish while building and maintaining a lifetime of financial independence.
Insurance & Risk Management Planning
It’s important to plan for the unexpected. That may involve insurance or estate planning, developing strategies to plan for a long-term care or health event, or properly structuring assets to protect them and the members of the family they serve. We’ll work together to identify vulnerable areas and make sure they are addressed as your life evolves.
Equity Compensation Planning
Do you earn income on incentive stock options, restricted stock units, or non-qualified stock options? Equity compensation drives long-term wealth. But it’s not without risks. Our wealth advisors can help you diversify, navigate insider trading concerns, and help you retain more of what you’ve earned.
Succession Planning
Whether you’re ready to retire, excited to take on a new venture, or simply want to sell your company, the time will come when your formal leadership role changes in the organization. It’s crucial to have a plan in place that determines the value of your business, identifies the next successor, and develops a transition timeline.
Estate & Legacy Planning
Effective estate planning means you’re securing the future for yourself and your family. But it also requires determining how your values support the people and causes you care about. We want to understand these dynamics. Gifting, trust planning, and family governance all factor into ensuring your legacy unfolds as you envision it.
Charitable Giving
What you give back to the causes you care about is another major component of your legacy. We want to know what’s important to you so we can help you achieve your philanthropic goals. These might include cash or non-cash donations in the form of traditional investments, real estate, insurance policies, or other assets.
Ready to Reach Your Financial Goals?
When you are, we’re here to help. Contact our team to schedule a consultation.