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Soltis Investment Advisors - Soltis Investment Advisors Our focus on independence and fee-only management helps us advise you without bias Working hand-in-hand with Soltis and your other trusted professionals, you’ll build and manage wealth that supports what you want most in life
Wealth Management - Soltis Investment Advisors Once your financial plan is created, Soltis will be in a better position to construct an investment portfolio focused on helping you achieve your financial goals We measure our success by our ability to help you get what you want most out of life
Our Team - Soltis Investment Advisors Soltis Investment Advisors Our Valued Team Members It all started with Lon Henderson wanting to design a firm based on a unique business model within the financial services industry, “fee-only”
Institutional Retirement Plan Services - Soltis Advisors Soltis provides consultation to Plan Sponsor Fiduciaries for Defined Benefit, Defined Contribution, Profit Sharing, and Non-Qualified Plans We can also help Plan Sponsors to provide participants with services on their 401 (k), 403 (b), Pension and Profit Sharing Plans
Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to . . . Soltis Investment Advisors, LLC is an SEC registered investment advisory firm based in St George, Utah With more than $10 billion in assets under management assets under advisement, Soltis is one of the largest independently owned and operated wealth management firms in Utah
Our Story - Soltis Investment Advisors Soltis Advisors is an SEC registered investment adviser with its principal place of business in the State of Utah The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to engage in a particular investment strategy
T. J. Adams, CFP® - Soltis Investment Advisors T J holds a Bachelor of Science degree in Accounting from Dixie State University and has completed coursework through the College for Financial Planning He is a CERTIFIED FINANCIAL PLANNER™ professional Before joining Soltis, T J gained valuable experience working at Wells Fargo Bank and SkyWest Airlines
Clark V. Taylor, CFP® - Soltis Investment Advisors Clark joined Soltis Investment Advisors in late 2003 Since that time, he has been dedicated to nurturing professional relationships with clients and guiding them towards their financial goals and objectives