A complete list of active advisors currently associated with Solaris Private Wealth Management

Warmer can help you find a great advisor at Solaris Private Wealth Management or one who fits your needs even better.

Solaris Private Wealth Management provides fee-only investment advisory and financial planning services to individuals, high-net-worth clients, small business owners and nonprofit foundations. The firm’s brochure lists portfolio management, advisory consultations (financial planning/ad hoc advice) and financial educational workshops among its offerings, and states it does not impose account minimums. SolarisPWM tailors portfolios to each client’s stated risk profile and relies on Modern Portfolio Theory when constructing allocations, using no-load mutual funds, low-cost ETFs, individual equities and fixed income securities. The brochure notes the firm operates with discretionary trading authority, reviews accounts at least quarterly, and allows clients to impose restrictions on holdings. The firm’s stated client base and the principal’s board roles with private foundations align with its work for charitable organizations, a client type the brochure specifically identifies. SolarisPWM also highlights its educational workshops, its fee-only structure with no soft-dollar practices, and that it accepts authority to vote client securities with voting records available upon request.

To learn more about the advisors currently working at Solaris Private Wealth Management, 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.

Name	Location	Years of experience
Kai Lamb	Austin, TX	23

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