SOLARIS PRIVATE WEALTH MANAGEMENT

Overview

Solaris Private Wealth Management operates as a privately held limited liability company serving individual and family clients. The firm runs a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, and it delivers discretionary portfolio management for individuals and small businesses in addition to educational seminars and workshops. Solaris signals a clear tilt toward equities as its primary allocation choice and implements client strategies through exchange-traded instruments and pooled vehicles. The adviser is not positioned as a capital allocator and does not report pension consulting or multi-state adviser status. Solaris does not identify as an active ESG investor. Investment decision-making is centered on building equity exposure for clients, with discretionary authority reported across the firm’s client base.

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Location & Offices