Soltis Investment Advisors

Grant Tanner 

on Google

a week ago

I've known much of the Soltis management team since 2018. Their team of financial advisors is top-notch. I feel confident they do what's right for their clients. They are a fee based RIA and won't try to sell you something you don't need. I understand they offer retail and institutional wealth management. This allows access to investments that you wouldn't otherwise have access to. If you are looking for a professional wealth management, this is the place. They will take care of you! 

sebastien berube 

on Google

5 months ago

I engaged with Soltis advisor with an objective of having lower return, but higher downside protection in the event of a market downturn. The returns over the last 2 year have been lackluster to say the least (negative in the case of some investments). I've been trying to liquidate my remaining assets for 15 months now, and quarter after quarter, I'm being told they can't liquidate my remaining investments all at once and it will take another quarter or two (of losses) to finalize the liquidation. Would not recommend. 

sebastien berube 

on Google

10 months ago

I engaged with Soltis advisor with an objective of having lower return, but higher downside protection in the event of a market downturn. The returns over the last 2 year have been lackluster to say the least (negative in the case of some investments). I've been trying to liquidate my remaining assets for 9 months now, and quarter after quarter, I'm being told they can't liquidate my remaining investments all at once and it will take another quarter or two (of losses) to finalize the liquidation. Would not recommend. 

Connor Calaway 

on Google

a year ago

Out of my experience with Soltis Investment Advisors, I must say they did a great job explaining some very complex topics to someone who is completely new to the subject. Their ability to break down intricate concepts into understandable terms was highly commendable. They were very patient and thorough in guiding me through the investment process. I appreciate their expertise and the effort they put into ensuring their clients feel informed and confident. Highly recommended!