Our Services

At Solaris Wealth Management, we strive to make financial planning stress-free and accessible. We help clients build individualized financial plans to help guide you and your family toward pursuing your financial goals with confidence. Since we believe each plan is different and offer additional services on an individual basis, below are some of our common services. At Solaris Wealth Management, we strive to make financial planning stress-free and easy to navigate. We work with you to create individualized financial plans that illuminate the path to your goals, helping you and your family thrive with confidence. Every journey is special, which is why we offer tailored services to help address your specific needs. Below are some of the many ways we can help light the way to your financial success.

 Generational Wealth

 Financial Literacy

 Goal Based Planning

 Retirement Planning

LGBTQ + Finances

 Military Finances