Awards and Recognition
Is Your Home Properly Covered? Why Your Trust Should Be Listed on Your Insurance Policy
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
Home Inventory Reminder
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

Greg R. Solis Recognized as One of LPL Financial’s Top Financial Advisors 2025
La Quinta, CA — January 2025 – Greg R. Solis, a financial advisor at Solis Wealth Management in La Quinta, today announced that his achievements

Forbes Recognizes Greg Solis as a Best In-State Wealth Advisor
La Quinta, CA – April 15, 2024 – Greg R. Solis, AIF®, an independent LPL Financial advisor in La Quinta, CA, has been recognized in

Greg R. Solis Recognized as One of LPL Financial’s Top Financial Advisors
LA QUINTA, CA – February 20, 2024 – Greg Solis, a financial advisor at Solis Wealth Management in La Quinta, today announced that his achievements
Hurricane Hilary Update – Office Closure
We pray that all of you are well. In response to the impact of Hurricane Hilary, we want to inform you about our precautionary measures.
Recent Posts
- Powell Walked a Tightrope | Weekly Market Commentary | March 24, 2025
- Market Correction Perspective | Weekly Market Commentary | March 17, 2025
- Beyond the Numbers | March 17, 2025
- Is Your Home Properly Covered? Why Your Trust Should Be Listed on Your Insurance Policy
- Client Letter | Navigating Market Volatility | March 12, 2025
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