Solas-Wealth---Logomark.png

SERVICES

Fiduciary Standard or care

PLANNING

  • Cash Flow and Net Worth Statement

  • Goal Setting

  • Risk Tolerance Analysis

  • Investment Planning

  • Retirement Planning

  • Risk Management - Insurance Planning

  • Income Tax Analysis

  • Estate Planning Analysis

  • Wealth Transfer

  • Education Planning Analysis

  • Inheritance Planning

  • Liquidity Event

  • Windfall Planning

  • Small Business Planning

  • Succession Planning

  • Client Portal Access

  • Custom Financial Planning

  • Securely Digitize & Destroy Paper Documents

  • Coordinating and maximizing the value of your professional advisors

  • Estate Planning focused asset

  • Asset protection focused asset

INVESTING

  • Asset Management

  • Tax loss harvesting

  • Tax gain harvesting

  • Risk Management

  • Asset Projections

  • Cryptocurrency Ownership

  • Retirement Accounts

  • Education & Custodial Accounts

  • Small Business Accounts

  • Charitable Giving Accounts

  • Individual, Joint, & Trust Accounts

  • Qualified & Non-Qualified Accounts

COACHING

  • Purpose Development coaching

  • Wealth coaching

  • Career coaching

  • Mindset development

  • Executive coaching for leadership teams

  • Executive one-on-one coaching

  • Transitional coaching

  • Grief and loss coaching

Start a Conversation.