Soltis Investment Advisors

Soltis Investment Advisors

Financial Services

St. George, UT 1,434 followers

To create, build, and manage wealth so our clients are free to pursue life's most important endeavors.

About us

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.

Industry
Financial Services
Company size
51-200 employees
Headquarters
St. George, UT
Type
Privately Held
Founded
1993
Specialties
Individual & Institutional Investment Management, Financial Planning, Collaborative Income Tax & Estate Planning, Charitable Giving, Risk Management, Multi-Generational Wealth Consulting, Retirement Plan Benchmarking & Selection, Education, and Fiduciary Services

Locations

Employees at Soltis Investment Advisors

Updates

  • View organization page for Soltis Investment Advisors, graphic

    1,434 followers

    We are pleased to announce that Soltis Investment Advisors proudly sponsored the recent Mothers Without Borders Gala in Salt Lake City this past Saturday. This impactful event brought together individuals and organizations dedicated to supporting mothers and children in need worldwide. The funds raised will directly contribute to educational programs and health initiatives, empowering families to build brighter, more sustainable futures. Our heartfelt thanks go out to everyone who participated, and to the exceptional organizers of this inspiring evening.

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