Soltis Investment Advisors

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Soltis Investment Advisors — overview

About

Soltis Investment Advisors is a US-based wealth manager and a registered investment advisor. The services it offers include financial planning, retirement plan analysis, retirement income analysis, estate preservation, charitable giving, asset protection strategies, investment management, and portfolio management. The wealth manager advises individuals, high-net-worth individuals, institutions/corporations, trusts, endowments, charitable organizations & foundations and pension plans & 401k on a discretionary basis.

Soltis Investment Advisors - known decision makers (20)

Position	Location	Asset Class
Alternative Investment Advisor	Salt Lake City, US	GEN
Analyst	Bellevue, US	GEN
Business Development & Wealth Management Advisor	Salt Lake City, US	GEN
Registered Client Service Associate	St. George, US	PEREINFHFPDNR
Investment Advisors	Salt Lake City, US	GEN

Showing 5 of 20 known decision makers Soltis Investment Advisors

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