At Solis Wealth Management, we take the security of your accounts seriously. One of the important ways we help reduce fraud risk is by verbally confirming certain client instructions before we act on them.
If you are over age 50 and expect your income to exceed $145,000 (based on prior-year wages), there is an important retirement planning reminder to
We’re excited to share some wonderful news. Jack Solis has officially joined Solis Wealth Management as our new Research and Planning Assistant. For many of
We’re excited to welcome Ian Weeks to the Solis Wealth Management team as a Wealth Advisor! Ian brings more than 15 years of experience in
For many of our clients, placing a home in the name of a Trust is an important part of their estate plan. However, one key
Our thoughts and prayers go out to everyone who has been affected by the Los Angeles fires this year. We thought it might be helpful
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
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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)
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.)
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)
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)
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)
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)
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)