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Author: solisadmin

Forbes Recognizes Greg Solis as a Best In-State Wealth Advisor

La Quinta, CA – April 15, 2024 – Greg R. Solis, AIF®, an independent LPL Financial advisor in La Quinta, CA, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Greg was recognized as the No. 49 advisor in California. […]

Unlocking Education Savings | March 04, 2024

Unlocking Education Savings: Exploring the New 529 to Roth Conversion Rules We’re excited to share with you the potential game-changer in education savings – the new 529 to Roth conversion rules. While this innovative approach could bring significant advantages, it’s important to note that as of now, these conversions have not been approved by California […]

Greg’s Client Update | February 26, 2024

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material […]

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Call: 1-760-771-3339

info@soliswealth.com

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Solis Wealth Management, Inc 78-075 Main Street, Suite 204 La Quinta, CA 92253

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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 FINRA & SIPC.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Greg Solis is domiciled, and his principle place of business is CA.

CA Insurance # 0795867

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Dr. Roy Pitkin

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Mark Olson

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Richard and Victory Grund

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Matt Johnson

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David and Colette Renker

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Don DeLair, Headmaster at King’s School of the Desert

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Judy Sanders

This statement is a testimonial by a client of the financial professional as of {07/13/2023}. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success. (Tracking #457029-1)