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Beyond the Numbers

Beyond the Numbers | December 16, 2024

Beyond the Numbers | November 18, 2024

Beyond the Numbers | October 21, 2024

Beyond the Numbers | October 7, 2024

Beyond the Numbers | September 23, 2024

Beyond the Numbers | September 9, 2024

Beyond the Numbers | August 26, 2024

Beyond the Numbers | August 12, 2024

Beyond the Numbers | July 29, 2024

Beyond the Numbers | July 15, 2024

Beyond the Numbers | July 1, 2024

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Beyond the Numbers | May 20, 2024

Beyond the Numbers | May 6, 2024

Beyond the Numbers | April 22, 2024

Beyond the Numbers | April 8, 2024

Beyond the Numbers | March 25, 2024

Greg’s Client Update | March 11, 2024

Greg’s Client Update | February 26, 2024

Greg’s Client Update | February 12, 2024

Greg’s Client Update | January 29, 2024

Greg’s Client Update | January 22, 2024

Greg’s Client Update | January 8, 2024

Luis Carrera’s Client Update | December 11, 2023

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

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

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Dr. Roy Pitkin

This statement is a testimonial by a client of the financial professional as of {07/10/2024}. 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 #622550)

Mark Olson

This statement is a testimonial by a client of the financial professional as of {07/16/2024}. 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 #614236.)

Richard and Victory Grund

This statement is a testimonial by a client of the financial professional as of {02/29/2024}. 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 #556941)

Matt Johnson

This statement is a testimonial by a client of the financial professional as of {05/23/2023}. 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 #451730-2)

David and Colette Renker

This statement is a testimonial by a client of the financial professional as of {10/25/2023}. 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 #515842)

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

This statement is a testimonial by a client of the financial professional as of {02/23/2023}. 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 #436116-2)

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)