Each Client Is a Member of the SOL Family, and We Are Dedicated to Putting Our Family First.
Our benchmark is your trust in us. By aligning our expertise to your financial objectives, we seek to become indispensable to your wealth management, helping you and your family to navigate the many milestones that life has to offer with objective guidance and thoughtful planning.
We do that by maintaining strict standards of knowledge into the global markets, a relentless focus on privacy and confidentiality, and honoring our commitment to you and your family’s financial goals. With over thirty years of experience, we strategize a long-term roadmap to help solidify your legacy.
We know that no two families are the same. No two investment strategies are the same. That’s why every roadmap is customized to your individual needs.
*Please Note: Limitations: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. SOL Capital Management does not serve as an attorney, accountant, or insurance agent. SOL Capital Management does not prepare legal documents, nor does it sell insurance products.