Did you know you can check and update your beneficiaries online via Account View?
We recommend you check your beneficiaries at least once per year to ensure they are set up the way you want. Additionally, we highly recommend
We recommend you check your beneficiaries at least once per year to ensure they are set up the way you want. Additionally, we highly recommend
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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.
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