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Forbes Recognizes Greg Solis as a Best-in-State Wealth Advisor for 2026

Solis Wealth Management’s Greg Solis Named to Forbes Best-in-State Wealth Advisors for 2026

We are pleased to announce that our President and CEO, Greg Solis, has been named to the Forbes Best-in-State Wealth Advisors list for 2026. This prestigious recognition places Greg among an elite group of financial advisors across the nation who have demonstrated outstanding commitment to their clients and professional excellence in the industry.

“Being recognized by Forbes is both an honor and a reflection of the trust our clients place in us every day. My goal has always been to provide thoughtful, personalized guidance that helps people make smart decisions with their money and confidently pursue what matters most to them. This recognition belongs as much to our clients and our team as it does to me.”
— Greg Solis, President & CEO

The Forbes Best-in-State Wealth Advisors ranking is developed in partnership with SHOOK Research and is based on an algorithm that includes factors such as revenue trends, assets under management, compliance records, industry experience, and feedback from clients and peers. The rigorous evaluation process is designed to identify advisors who consistently deliver exceptional service and results.

Greg founded Solis Wealth Management on the belief that money is a tool to help clients confidently pursue what they value most in life. Under his leadership, the firm has built a reputation for integrity, transparency, and a client-first philosophy that has earned the loyalty of individuals, families, and businesses throughout the region.

We are grateful for the trust our clients place in us every day — this recognition is a reflection of the relationships we’ve built together.

 

About Solis Wealth Management
Solis Wealth Management is an independent wealth management firm dedicated to providing personalized financial planning and investment advisory services. We serve individuals, families, and businesses with a comprehensive approach to wealth management grounded in integrity and long-term thinking. For more information, visit.

Required Disclosure: Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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