Economic Update
Hurricane Hilary Update – Office Closure
We pray that all of you are well. In response to the impact of Hurricane Hilary, we want to inform you about our precautionary measures. Our primary concern is the safety of our team and the challenging conditions, including flooded roadways, caused by the current...
Announcement
Congratulations Kimberly! We are delighted to share with you that one of our team members, Kimberly Collins, has passed her FINRA Series 7 and 66 licensing exams, currently held through LPL Financial, and has officially become an LPL Registered Administrative...
Outlook 2023 Executive Summary
LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there may be more challenges to come, but progress toward finding balance is...
Outlook 2023: Finding Balance
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance.
Welcome our New Team Member – Luis Carrera
At Solis Wealth Management, we are keenly aware of how important it is to grow our staff with individuals whom we believe are bright and valuable.
Midyear Outlook 2022 | Navigating Turbulence
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead.
Midyear Outlook 2022 | Navigating Turbulence | July 12, 2022
LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022.
Biden Signs Infrastructure Bill
The bill will create jobs in many parts of the country. Provided by Tiffany Valentine, CFP® Vice President and COO At the White House on Monday, President Biden signed a $1T bipartisan infrastructure set to enable enhancements for transportation and...
New Team Member Announcement
At Solis Wealth Management, we are keenly aware of how important it is to grow our staff with individuals whom we believe are the brightest and best in the industry.
Yours, Mine, and Ours — A Couple’s Guide to Retirement Planning
While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs.
Contact us
Call: 1-760-771-3339
info@soliswealth.com
Address:
Solis Wealth Management, Inc
78-075 Main Street, Suite 204
La Quinta, CA 92253
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.
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
© 2022 Solis Wealth Management INC. All Rights Reserved
© 2022 Solis Wealth Management INC. All Rights Reserved