Retirement Readiness Seminar in Lehi, Utah A huge thank you to Josh Hamblin, Nathaniel (Fano) Barton, and Derek Tanuvasa, MTax, CFP?, CPFA? for hosting an incredible Retirement Readiness Seminar last night! ?? We were thrilled to have several dozen future retirees join us at the beautiful Rooftop in Lehi, Utah for over two hours of valuable insights and discussions on Estate Planning, Medicare, Retirement Strategies, and Investment Planning. The energy and engagement from our attendees reminded us how impactful financial education can be in helping people prepare for their next chapter with confidence. We look forward to more opportunities such as these to empower and uplift our community! #RetirementReadiness #FinancialPlanning #EstatePlanning #Medicare #InvestmentStrategies #LehiEvents
Soltis Investment Advisors
金融服务
St. George，UT 1,639 位关注者
To create, build, and manage wealth so our clients are free to pursue life's most important endeavors.
关于我们
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.
- 网站
-
https://www.soltisadvisors.com
Soltis Investment Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- St. George，UT
- 类型
- 私人持股
- 创立
- 1993
- 领域
- Individual & Institutional Investment Management、Financial Planning、Collaborative Income Tax & Estate Planning、Charitable Giving、Risk Management、Multi-Generational Wealth Consulting、Retirement Plan Benchmarking & Selection、Education和Fiduciary Services
地点
Soltis Investment Advisors员工
动态
-
17th Annual Wealth Management Conference, Soltis Investment Advisors - November 7-8, 2024 - Black Desert Resort, St. George, Utah Black Desert Resort
-
A Memorable Gathering at our 17th Annual Wealth Management Conference! We’re thrilled to share the success of Soltis Investment Advisors’?17th Annual Wealth Management Conference, held November 7-8, 2024, at the stunning Black Desert Resort in St. George, Utah. With?500+ attendees from across the nation, the event was a perfect blend of connection, collaboration, adventure, and education. ???Day One?offered a variety of exciting activities, including?golf,?mountain biking,?hiking through lava tubes in Snow Canyon,?Humvee excursions,?eBike riding, pickleball,?yoga,?sightseeing, and more—providing an incredible way to experience the beauty of southern Utah while networking with peers. ???Day Two?featured cutting-edge insights during?breakout training sessions?led by industry experts, delivering the latest financial strategies and tips. These sessions empowered attendees with tools to navigate today’s dynamic financial landscape. ?? The event included an unforgettable Thursday evening concert featuring performances by?David Shannon,?Zoe Tyler, and the legendary?Kurt Bestor, leaving everyone inspired and energized. Thank you to everyone who joined us for this remarkable event! https://soltisadvisors.com
-
-
-
-
-
+15
-
-
Nearly 500 attendees joined us at the Black Desert Resort to learn the latest wealth management strategies and connect with industry leaders. Beyond insightful sessions, we enjoyed incredible activities across southern Utah—golf, mountain biking, yoga, humvee adventures, pickleball, e-biking, and hiking! Thank you to everyone who made this event a success. Here’s to new strategies, partnerships, and a bright financial future!
-
-
-
-
-
+4
-
-
We’re Hiring at Soltis Investment Advisors! Looking for a fresh start with one of the fastest-growing, top-ranked RIAs in the industry? Soltis Investment Advisors is on the lookout for talented Wealth Management Advisors to join our team. Join our dynamic, supportive culture and commitment to excellence. Join Soltis and be part of a team that is reshaping the future of wealth management. Elevate your career in a company that truly values growth, collaboration, and client success. Positions available in St. George, Chicago/Oak Brook, Novi, Denver, and Dallas/Southlake Your next career move is just a click away! ?? #WealthManagement #Hiring #TopRankedRIA #JoinOurTeam #CareerOpportunities
-
Finding a financial adviser can be daunting. We rank the top firms! Soltis Investment Advisors USA Today: Best Financial Advisory Firms?2024 Rankings by AUM: Over $5 billion https://lnkd.in/e-ARUzCM https://soltisadvisors.com