🎆 Happy New Year from all of us at Soltis Investment Advisors! 🌟 As we step into 2025, we wish you a year filled with joy, health, and endless opportunities. Our hope for you is the financial freedom to do what brings you joy—whether it’s traveling, spending time with loved ones, pursuing a passion, or building your legacy. Thank you for trusting us to guide your financial journey. Together, let’s make 2025 a prosperous and joyful new year! soltisadvisors.com
Soltis Investment Advisors
Financial Services
St. George, UT 1,954 followers
To create, build, and manage wealth so our clients are free to pursue life's most important endeavors.
About us
Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.
- Website
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http://www.soltisadvisors.com
External link for Soltis Investment Advisors
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- St. George, UT
- Type
- Privately Held
- Founded
- 1993
- Specialties
- Individual & Institutional Investment Management, Financial Planning, Collaborative Income Tax & Estate Planning, Charitable Giving, Risk Management, Multi-Generational Wealth Consulting, Retirement Plan Benchmarking & Selection, Education, and Fiduciary Services
Locations
Employees at Soltis Investment Advisors
Updates
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🎄✨ Wishing you and your loved ones a very Merry Christmas! May this season bring joy, peace, and cherished moments that warm your heart now and always. From all of us at Soltis Investment Advisors, we are grateful for the trust and partnership of our valued clients and community. May your holiday season be safe, spirit-filled, and surrounded by the love of family and friends. Merry Christmas!
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🎄✨ Recently, a few of our amazing Soltis team members spent the afternoon giving back at the Utah Food Bank! ❤️ From sorting donations to packing boxes, we’re so grateful for the chance to help our community and spread some holiday cheer. At Soltis, we believe in the power of community, and we’re honored to do our part to make this season a little brighter for those in need. Wishing you all a very Merry Christmas and Happy Holidays from the entire Soltis family! 🎁🌟 #CommunityMatters #HolidayGiving #MerryChristmas #HappyHolidays
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Soltis Investment Advisors recently had some fun office Christmas parties in St. George, Salt Lake City, Arizona, and Texas. Activities included auctions to raise money for a great cause, service projects, Christmas sweater contests, and a delicious dinner. We’re so grateful for all our incredible clients and employees who make Soltis such a wonderful place to work. Merry Christmas and Happy Holidays!
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🦃 Happy Thanksgiving from All of Us at Soltis Investment Advisors! 🍁 This season, we are especially grateful for the trust and partnership of our valued clients and community. Your success and support inspire us every day, and we feel privileged to be part of your financial journey. To allow our team to celebrate with their loved ones, our offices will be closed on Thursday, November 28th. From our family to yours, we wish you a day filled with gratitude, joy, and cherished moments with those who matter most. Happy Thanksgiving!
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Retirement Readiness Seminar in Lehi, Utah A huge thank you to Josh Hamblin, Nathaniel (Fano) Barton, and Derek Tanuvasa, MTax, CFP®, CPFA® for hosting an incredible Retirement Readiness Seminar last night! 🙌 We were thrilled to have several dozen future retirees join us at the beautiful Rooftop in Lehi, Utah for over two hours of valuable insights and discussions on Estate Planning, Medicare, Retirement Strategies, and Investment Planning. The energy and engagement from our attendees reminded us how impactful financial education can be in helping people prepare for their next chapter with confidence. We look forward to more opportunities such as these to empower and uplift our community! #RetirementReadiness #FinancialPlanning #EstatePlanning #Medicare #InvestmentStrategies #LehiEvents
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17th Annual Wealth Management Conference, Soltis Investment Advisors - November 7-8, 2024 - Black Desert Resort, St. George, Utah Black Desert Resort
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A Memorable Gathering at our 17th Annual Wealth Management Conference! We’re thrilled to share the success of Soltis Investment Advisors’ 17th Annual Wealth Management Conference, held November 7-8, 2024, at the stunning Black Desert Resort in St. George, Utah. With 500+ attendees from across the nation, the event was a perfect blend of connection, collaboration, adventure, and education. 📅 Day One offered a variety of exciting activities, including golf, mountain biking, hiking through lava tubes in Snow Canyon, Humvee excursions, eBike riding, pickleball, yoga, sightseeing, and more—providing an incredible way to experience the beauty of southern Utah while networking with peers. 📅 Day Two featured cutting-edge insights during breakout training sessions led by industry experts, delivering the latest financial strategies and tips. These sessions empowered attendees with tools to navigate today’s dynamic financial landscape. 🎶 The event included an unforgettable Thursday evening concert featuring performances by David Shannon, Zoe Tyler, and the legendary Kurt Bestor, leaving everyone inspired and energized. Thank you to everyone who joined us for this remarkable event! https://soltisadvisors.com
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Nearly 500 attendees joined us at the Black Desert Resort to learn the latest wealth management strategies and connect with industry leaders. Beyond insightful sessions, we enjoyed incredible activities across southern Utah—golf, mountain biking, yoga, humvee adventures, pickleball, e-biking, and hiking! Thank you to everyone who made this event a success. Here’s to new strategies, partnerships, and a bright financial future!
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