Our Process, Benchmark and Services

Process Benchmark Services

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.

Our Process

Welcome to the SOL Family

We strategize globally, but we are invested in you personally.

 

Every new client can benefit from a thorough discovery process that takes a highly comprehensive view of their current financial situation. We want to know you, not just your goals and objectives, but your entire financial wellbeing. Whether it is liquidity events, asset allocation or investment goals, every situation is different, and we endeavor to honor those differences by providing expert guidance with a dedicated team of advisors that have a thorough understanding of your unique objectives.

Our Benchmark Is Your Benchmark.

 

SOL is independent and unbeholden to any parent organization. Our compensation is paid directly to us by our clients. That means
NO GIMMICKS. NO SALES PITCHES. NO SCHEMES.

 

Just thoughtful strategy and objective guidance. We are wholly invested in your success.
To schedule a call with us, please click on the button below.

 

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Benchmark

Our Benchmark Is Your Benchmark

We believe that financial confidence comes from a seamless integration into your lifestyle for all of your investment needs, while remaining utterly transparent in our practices. Each and every one of our vendors has been hand selected for their quality and value of services. Our commitment to integrity means we do not accept payments, financial or otherwise, from any source.
We maintain meticulous standards of financial expertise and continue to remain vigilant for new laws and regulations that may affect our clients. We work assiduously to provide our clients with global insight and objective, optimized strategy. Our rigorous due diligence is what we believe helps to foster our clients’ peace of mind.

 

Our agenda is that we have none.

Our Services

Strategic. Objective. Longterm.

Each client is a member of the SOL family, and we are dedicated to putting our family first.

Discipline. Transparency. Confidentiality.

At SOL, our commitment to integrity includes our resolute dedication to confidentiality. Because our firm is global, we are wholly focused on your wealth preservation with discipline and transparency, while maintaining rigorous standards of privacy. Our clients’ trust in us is our priority.

Strategic Global Insight

As an independent and global firm headquartered in the United States, we believe that we stand apart in the marketplace. SOL is an advisory firm positioned to provide expert guidance to clients who seek global insight and wish to strategize on a truly international scale.

Objective, Unbiased Counsel

Our agenda is that we have no agenda. With no commitment to a parent organization, we have no need to push products, allowing SOL to be fully aligned with your financial objectives and able to provide you with transparent, consistent, and specialized guidance.

Legacy and Multi-Generational Expertise

We believe that our skilled expertise surrounding legacy planning and multi-generational wealth transfers has made us an indispensable part of our clients’ financial wellbeing. That’s why we continue to strive to earn the trust and confidence of our clients for this generation and the generations to come. Our strength is in helping you to solidify your legacy.

Unwavering Confidentiality and Privacy

At SOL, our commitment to integrity is paramount, and our hyperfocus on security and confidentiality is non-negotiable. As an international firm, we take our clients’ privacy very seriously, and remain steadfast in our dedication to confidentiality practices that seek to exceed expectations.