La Quinta, CA — January 28, 2020 – Greg Solis of Solis Wealth Management was recently recognized by Forbes as one of the 2020 Best-In-State Wealth Advisors.
According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.
“This recognition is a testament to Greg’s commitment to providing personalized financial advice that helps clients reach their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a trusted financial advisor, we applaud Greg for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. On behalf of LPL, I thank him for the work he does in support of his clients.”
Greg Solis is based in La Quinta, CA in the Coachella Valley region. Solis provided comprehensive wealth management, which includes asset management, retirement planning, estate planning strategies, trust services, insurance services, and tax strategies.
Solis is an independent advisor affiliated with LPL Financial, the nation’s largest independent broker-dealer* and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About Solis Wealth Management
Solis Wealth Management is an independent financial firm established to put our clients’ best interest first by strictly adhering to our mission statement, vision statement and commitment creed – governing values that drive our daily life. Everything we do at Solis Wealth Management must be compatible with them. We are keenly aware that the guidance we are able to provide every day is a blessing and a privilege, and we want to steward it to the best of our ability.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
*Based on total revenues, Financial Planning magazine, June 1996-2019
LPL Financial, Forbes magazine and Greg Solis are all separate entities. *The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to the varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
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