Business Hours
Monday 8:00am - 5:00pm
Tuesday 8:00am - 5:00pm
Wednesday 8:00am - 5:00pm
Thursday 8:00am - 5:00pm
Friday 8:00am - 5:00pm
Soltis Investment Advisors
Listed In: Financial Appraisers
Welcome to Soltis Investment Advisors in Salt Lake City, where thoughtful financial planning meets nationally recognized expertise. We help clients bring clarity to their financial lives by offering customized strategies for retirement planning, tax optimization, estate preparation, risk… Welcome to Soltis Investment Advisors in Salt Lake City, where thoughtful financial planning meets nationally recognized expertise. We help clients bring clarity to their financial lives by offering customized strategies for retirement planning, tax optimization, estate preparation, risk management, and charitable giving. At Soltis, we operate as a true fiduciary—always putting your best interests first. That commitment is reinforced by our CEFEX certification, which confirms our adherence to the highest professional standards. Our dedication to client success has also earned us national recognition, with Soltis consistently featured among the top RIA firms by Barron's, Financial Times, Newsweek, USA Today, and Financial Planning. Read more
Additional Locations See All
Soltis Investment Advisors
39500 High Pointe Blvd, #230d, Novi, MI (1 Km Away)
Soltis Investment Advisors
2600 W. Executive Parkway, Suite 120, Lehi, UT (1 Km Away)
Soltis Investment Advisors
20 North Main Street, #400, St. George, UT (1 Km Away)