Happy New Year from all of us at Solis Wealth! As we welcome 2025, we want to take a moment to express our gratitude for the trust and connections we've built with you. Wishing you and your loved ones a year filled with joy, good health, and meaningful moments. Here's to new opportunities and continued purpose in the year ahead! #EmbracingPurpose #ImpactingLives
Solis Wealth Management
Financial Services
La Quinta, California 78 followers
Embracing Purpose and Impacting Lives
About us
Our mission is to help our clients make smart decisions with their money, achieve financial success and accomplish what they value most in life. Our desire is to provide individuals with the absolute best advice and service available in the financial industry, and do it with the highest level of competence and integrity. Solis Wealth Management is an independent financial firm established to put our clients’ best interest first by strictly adhering to our mission statement, vision statement and commitment creed—governing values that drive our daily life. Everything we do at Solis Wealth Management must be compatible with them. We are keenly aware that the guidance we are able to provide every day is a blessing and a privilege, and we want to steward it to the best of our ability. To accomplish this, we believe that we cannot be solely focused on ourselves, but must also be an “other-centric” organization that is driven to make a difference in people’s lives. We understand that money is a tool to help you confidently pursue what you value most, and we are passionate about helping you transition from financial independence to personal significance. Please visit www.soliswealth.com for more information. ------------------------------------------------------------------------------------------- The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member SIPC. http://www.sipc.org/ For a list of states in which I am/we are registered to do business, please visit www.soliswealth.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
- Website
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http://www.soliswealth.com
External link for Solis Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- La Quinta, California
- Type
- Self-Employed
- Specialties
- Financial Services
Locations
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Primary
Get directions
78-075 Main St, Suite 204
La Quinta, California 92253, US
Employees at Solis Wealth Management
Updates
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Wondering what might drive stock market gains in 2025? Check out our latest insights to stay ahead of the trends. Log on to our website to read. #SolisWealthUpdate #MarketCommentary #EmbracingPurpose #ImpactingLives https://lnkd.in/gqqWsdt4
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🕎✨ Happy Hanukkah! ✨🕎 Wishing all who celebrate a season filled with light, love, and joy. May the Festival of Lights bring peace and blessings to you and your loved ones. From all of us at Solis Wealth, Happy Hanukkah! 💙 #HappyHanukkah #FestivalOfLights #SolisWealth #HanukkahWishes
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My family and I are excited to share our annual holiday card with you all. Wishing you a joyous holiday season and a happy New Year filled with warmth and cherished moments. #EmbracingPurpose #ImpactingLives https://lnkd.in/gdPwErnF
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🎄✨ Merry Christmas & Happy Holidays✨🎄 As we reflect on this season of joy and gratitude, we want to thank you for being part of the Solis Wealth family. Your trust and partnership mean so much to us! To allow our team to celebrate with their loved ones, our office will be closed on: Christmas Eve (Dec. 24) Christmas Day (Dec. 25) New Year’s Day (Jan. 1) Wishing you and your family a holiday season filled with love, peace, and happiness. Here’s to a wonderful 2025 ahead! 🌟 #MerryChristmas #HappyNewYear #SolisWealth #GratefulHeart #HolidayWishes
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December tends to be a cheerful month for stock prices, which has some investors keeping an eye out for a late-year visit from Santa. The Santa Claus rally has occurred 58 times (80 percent) between 1950 and 2022, with an average gain of 1.4 percent in the Standard & Poor’s 500. While investment decisions should not be based on seasonal factors, the Santa Claus rally is fun to revisit at this time of year.
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Join me as I share an optimistic market update for 2024 and look ahead to 2025, along with a heartwarming family holiday update. Watch now! #SolisWealthUpdate #MarketInsights #EmbracingPurpose #ImpactingLives https://lnkd.in/dfUBm2xb
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A Golden Age for Income Investors: Explore the latest trends shaping income-focused opportunities in this week's market commentary. Log on to to our website to read. #SolisWealthUpdate #MarketCommentary #EmbracingPurpose #ImpactingLives https://lnkd.in/gJj-JwZu
A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024
https://soliswealth.com
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Stay informed with the latest insights! Our weekly market commentary covers key trends in stock and bond markets for 2025. Logon to our website for the full update. #SolisWealthUpdate #MarketCommentary #EmbracingPurpose #ImpactingLives https://lnkd.in/gFC4gygQ
High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
https://soliswealth.com
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Medicare Open enrollment has begun, and it's crucial to review your coverage. 🗓️ This year brings significant changes: ➡️ Over 1.8 million members will need to choose new coverage ➡️ Many will see higher drug deductibles ➡️ Some insurance options are reducing dental, vision, and hearing benefits Don't get caught off guard in 2025! Even if you're happy with your current selection, it's worth comparing options. Remember that average monthly premiums are decreasing slightly, and you have until December 7 to make changes. Your health coverage impacts your overall financial picture. Take time to understand your options and make informed decisions. #MedicareAdvantage #OpenEnrollment #FinancialWellness Source: https://lnkd.in/g2jVB2sb
Seniors, be sure to check your Medicare Advantage plans for 2025 | CNN