A complete list of active advisors currently associated with Solano Wealth Advisors

Warmer can help you find a great advisor at Solano Wealth Advisors or one who fits your needs even better.

Solano Wealth Advisors provides investment advisory and financial planning services to individuals (including high net worth clients), trusts, estates, charitable organizations, and businesses. The firm offers wrap fee asset management on an individualized, discretionary basis and standalone financial planning and consulting engagements. Its investment process emphasizes asset allocation and fundamental analysis and draws on mutual funds, ETFs, individual equities, fixed income, structured products, and cash equivalents, using both long‑ and short‑term purchase strategies where appropriate. The firm manages client accounts on a discretionary basis, conducts at least annual reviews for managed accounts, and delivers written financial plans to planning clients with updates available by engagement. What sets the firm apart from many peers is its role as a wrap fee program sponsor—offering only wrap fee accounts and a separate Wrap Fee Program Brochure—and its disclosure of standing letters of authorization for third‑party money movements that invoke additional custody safeguards. The brochure also discloses that representatives are dually registered and act as insurance agents and that the firm uses hypothetical performance in its marketing materials, along with receiving platform transition and support benefits from its custodian.

To learn more about the advisors currently working at Solano Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.