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Our Investment Approach

At Solis Wealth Management, we believe managing wealth goes far beyond choosing investments. It’s about creating a thoughtful, disciplined plan that supports your purpose, preserves your future, and impacts lives for generations to come.

Our investment process is rooted in professionalism, integrity, and an unwavering commitment to stewarding your resources wisely. We view investment management as a form of stewardship—honoring the resources entrusted to us and helping them serve your family’s purpose and legacy.
1

Discovery

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2

Design

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3

Implementation

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4

Monitoring

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Optimization

The Solis Wealth Investment Committee

Our internal Investment Committee is responsible for overseeing all investment decisions at Solis Wealth. Led by our principal advisors and including senior team members with decades of combined experience in investment management and financial planning, this committee follows a structured review process. They regularly evaluate market conditions, assess portfolio performance, and consider new opportunities or adjustments.

Our Investment Committee leverages insights from LPL Financial’s Research team as well as other institutional-level research and investment management teams, combined with sophisticated analytical tools. This comprehensive approach allows us to fully understand each investment vehicle and monitor current economic conditions and outlooks. All final investment decisions are made by our team in close alignment with your individual goals and risk tolerance. This means your portfolio is guided by a deep understanding of what matters to you—not dictated by a third party.

Greg R. Solis, AIF®

Founder and CEO

Tiffany Valentine, CFP®

President and Wealth Advisor

Luis Carrera, CFP®, AAMS®

Wealth Advisor

Tami Salzer

Director of Operations and Wealth Advisor

Due Diligence and Rigorous Research

We take a hands-on approach to investment selection, carefully reviewing both institutional and retail investment options to identify the highest-quality solutions for our clients. Our evaluation process includes rigorous analysis of dozens of qualitative and quantitative metrics. These include fund manager tenure and track record, expense ratios, performance relative to benchmarks, and upside and downside capture, just to name a few.

Insurance Services.

Our Investment Committee members have an ongoing dialogue with fund managers and investment research experts to better understand our investment vehicles and how they are expected to behave in different market conditions.

Proactive Tax Management

This diligence allows us to not only identify quality investment opportunities but also to proactively manage tax implications throughout the year.

Portfolio Design and Customization

Every client relationship begins with a deep dive into your financial situation, goals, risk tolerance, and time horizon. From there, we craft a diversified portfolio tailored to your specific needs and circumstances.

We design portfolios to be resilient—seeking growth where appropriate, preserving capital when needed, and always balancing your objectives with prudent risk management. Your portfolio reflects not just market opportunities, but your personal values and life goals.

Ongoing Monitoring and Tax-Efficient Management

Investing isn’t a one-time decision. We continuously monitor portfolios, making adjustments when markets shift or when your personal circumstances change.

We aim to rebalance your portfolio in a tax-sensitive way, selling from areas of strength and capturing losses where it makes strategic sense. We also keep a close watch on mutual fund distributions, which typically occur in the fourth quarter, to help minimize tax surprises and optimize your after-tax returns.

Our clients benefit from proactive communication about portfolio adjustments, ensuring you understand not just what we’re doing, but why we’re doing it.

A Long-Term Perspective

We believe that patience, competence and expertise, discipline, and alignment with your long-term goals are the cornerstones of successful investing. While markets can be unpredictable in the short run, our approach is designed to help you stay the course—confident that your portfolio is being actively managed with care, intention, and expertise.

Our disciplined process has helped clients navigate market volatility with confidence, keeping their long-term plans on track even during uncertain times.

Let's Talk About Your Future

If you’d like to learn more about our investment process—or how it can be tailored to your personal goals—we’d be honored to have that conversation.
Schedule a Conversation

Laurie Stack

This statement is a testimonial by a client of the financial professional as of {11/07/2024}. 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.

Dr. Roy Pitkin

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)

Mark Olson

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.)

Richard and Victory Grund

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)

Matt Johnson

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)

David and Colette Renker

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)

Don DeLair, Headmaster at King’s School of the Desert

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)

Judy Sanders

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)