Soltis Investment Advisors

Financial Services - St. George, UT, US

Soltis Investment Advisors Senior Management
Matt Brann

Managing Director - Strategic Partnerships

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Tyler Wilkinson

Chief Financial Officer, CCO

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Bill Wallace

Managing Director Public Investment

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Soltis Investment Advisors Details

Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest.Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.

Soltis Investment Advisors logo, Soltis Investment Advisors contact details
Employees: 50 - 99
HQ: 435-674-1600
Location: St. George, UT, US
Revenue: 20 - 50 Million
Individual & Institutional Investment Management Financial Planning Collaborative Income Tax & Estate Planning Charitable Giving Risk Management Multi-Generational Wealth Consulting Retirement Plan Benchmarking & Selection Education Fiduciary Services Individual & Institutional Investment Management Collaborative Income Tax & Estate Planning Retirement Plan Benchmarking & Selection Financial Services Financial Advisory Services
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