Solis Financial Strategies Group is a full-service financial practice that provides customized, goals-based investment guidance for high-net-worth individuals, business owners and their families.
We understand that every client’s situation and investment objectives are unique and deserve a customized approach to help plan for their financial future.
As financial advisors, we engage in advisory (fee-based) relationships. Our fiduciary duty holds us to a high standard of client care in the financial services industry. We are an objective practice and have no obligation to recommend one product or service over another.
Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.