Solex wealth advisory is an independent multi-family firm that provides comprehensive family wealth planning strategies and fiduciary services through a professional cadre of experienced and dedicated financial advisors. Through relationships based on trust and understanding, and the convergence of our clients’ values with our own values, resources and expertise, we help clients achieve their most important financial and personal goals. We put your interests first, acting with integrity and striving for excellence in every facet of our practice. As your trusted family wealth advisors, we are dedicated to helping our clients plan well, invest well and live well. We provides high net worth individuals, families, businesses and foundations with investment advisory.
Our investment products and wealth structuring solutions answer the needs of a growing number of high net-worth individual clients.