Wealth Management Services
Solenture is uniquely positioned to assist our clients with multiple facets of their financial plans. Our internal Certified Financial Planner (CFP) can leverage in house consultants focused on employee benefits, retirement plans, executive benefits, and more to ensure our clients receive proper guidance in concert with existing assets or policies.
For over 50 years, Solenture has served as a Fiduciary to their clients and make our clients goals our top priority. With over 30 world class money managers at our clients disposal, we provide our clients options and recommend the firm(s )most inline with their ambitions.
To ensure the solutions we present are in the best interest of our clients, Solenture fees are fully disclosed and are not tied to investment vehicles or strategies.
The Foundation of Every Financial Plan
Provide the peace of mind clients deserve when creating a financial plan
Deliver a steadfast commitment to our clients best interest
Arrange regular client consults to review performance and make necessary changes
Solenture, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.