Financial Advisors
Salt Lake City, UT
Soltis Investment Advisors is an independent financial advisory firm serving Salt Lake City and surrounding areas with comprehensive wealth management and investment planning services. The team provides personalized strategies for retirement planning, investment management, and financial goal setting tailored to individual client needs. They focus on building long-term client relationships through transparent advice and fiduciary-standard guidance.
Ideal for: Mid-to-high-net-worth individuals, Retirement planners, Business owners, Families seeking comprehensive wealth management
Service area: Salt Lake City, Utah and surrounding communities
Fiduciary Standard: Operates under a fiduciary standard, meaning they are legally obligated to act in clients' best interests at all times.
Independent Firm: As an independent advisory firm, they have no conflicts of interest from affiliated product sales and can recommend solutions based solely on client needs.
Comprehensive Planning: Offers integrated retirement planning, investment management, and financial goal-setting services to address multiple aspects of wealth management.
Address: 222 S Main St #1776, Salt Lake City, UT 84101
Phone: (801) 901-1101
Website: soltisadvisors.com
Looking for more options?
See more Financial Advisors in Salt Lake City →