Wealth Management
At Sols Point Capital, we provide customized investment solutions with your needs in mind.
A holistic approach to wealth management
We can help simplify the somewhat complex investment process and work with you to design an investment strategy around your needs and individual objectives.
Our holistic and comprehensive approach of integrating wealth management with risk management allows us to provide differentiated investment solutions and tax-favored protection strategies for the benefits of our clients.
Uniquely designed to meet your needs
You will have access to a variety of products and strategies, ranging from exchange-traded funds (ETF) and/or mutual fund asset allocation models, to more complex separately managed accounts (SMA) offering a wide variety of investment disciplines — all uniquely designed to meet your needs.
Our Process
We Discover
We work with you to understand your specific needs, your investment goals and learn how your assets are currently being allocated.
We Review
We review the vast array of available investment to help determine which one(s) are consistent with your risk tolerance and investment objectives.
We Solve
Once your customized plan is determined, we present the plan and review to ensure it aligns with your values and goals.
We Execute*
After you've accepted the plan we presented we take the steps to put it to work.
We Provide Ongoing Advice
We provide you with ongoing advice and monitor your progress.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.