Solis Wealth Management

Get Full Access

Description

  • Our mission is to help our clients make smart decisions with their money, achieve financial success and accomplish what they value most in life. Our desire is to provide individuals with the absolute best advice and service available in the financial industry, and do it with the highest level of competence and integrity. 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 creedgoverning 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. To accomplish this, we believe that we cannot be solely focused on ourselves, but must also be an other-centric organization that is driven to make a difference in peoples lives. We understand that money is a tool to help you confidently pursue what you value most, and we are passionate about helping you transition from financial independence to personal significance. Please visit www.soliswealth.com for more information. ------------------------------------------------------------------------------------------- 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 SIPC. http://www.sipc.org/ For a list of states in which I am/we are registered to do business, please visit www.soliswealth.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
  • location

    Headquarters:78-075 Main Street Suite 204, La Quinta, California, United States

    More
  • Solis Wealth Management phone

    Phone Number: +1 760-771-3339

  • Solis Wealth Management website

    Website: https://www.soliswealth.com

  • Solis Wealth Management employees

    Employees:5

  • Solis Wealth Management revenue

    Revenue:$0 - 1M

  • Solis Wealth Management legal name

    Legal Name:Solis Wealth Management

  • Solis Wealth Management's Social Media

    Solis Wealth Management linkedin Solis Wealth Management facebook
  • done Is this data correct?
  • |  NAICS Code: 523930  |

    Show More
Person level website identification

CEO for Solis Wealth Management

Greg Solis

President And Chief Executive Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Tiffany Valentine

Vice President And Director Of Financial Planning

Frequently Asked Questions regarding Solis Wealth Management

  • Where are Solis Wealth Management's Headquarters?

    Solis Wealth Management's Headquarters are in 78-075 Main Street Suite 204,La Quinta,California,United States

  • What is Solis Wealth Management's phone number?

    Solis Wealth Management's phone number is +1 760-771-3339

  • What is Solis Wealth Management's official website?

    Solis Wealth Management's official website is https://www.soliswealth.com

  • What is Solis Wealth Management's Revenue?

    Solis Wealth Management's revenue is $0 - 1M

  • What is Solis Wealth Management's NAICS code?

    Solis Wealth Management's NAICS code is 523930

  • How many employees are working in Solis Wealth Management

    Solis Wealth Management has 5 employees

  • What is Solis Wealth Management's Industry?

    Solis Wealth Management is in the industry of Financial Services

  • Who is Solis Wealth Management's CEO?

    Solis Wealth Management's CEO is Greg Solis

Company Directory