Celebrate 529 College Savings Day on May 29th!
May 29th is 529 College Savings Day, a day dedicated to raising awareness about 529 college savings plans. These plans offer a tax-advantaged way to
May 29th is 529 College Savings Day, a day dedicated to raising awareness about 529 college savings plans. These plans offer a tax-advantaged way to
Financial literacy isn’t just about balancing a checkbook or understanding interest rates; it’s about cultivating a mindset of responsibility, planning, and foresight.
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
In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts
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.
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
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.
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.
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.
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.
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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.
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
“This statement is a testimonial by a client of the Solis Wealth Management 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.”
– Tracking #556941
“This statement is a testimonial by a client of the Solis Wealth Management 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.”
– Tracking #451730-2
“This statement is a testimonial by a client of the Solis Wealth Management as of 11/13/2023. 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.”
– Tracking #515842
This statement is a testimonial by a client of Solis Wealth Management as of 05/08/2023. 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.
– Tracking #436116-2
“This statement is a testimonial by a client of the Solis Wealth Management as of 07/14/2023. 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.”
– Tracking #457029-1