Solaris Strategic Wealth

Solaris Strategic Wealth is a newly registered investment adviser that offers financial planning, wealth management, investment advisory and consulting services to individuals, trusts, estates, charitable organizations, and businesses; the firm’s ADV discloses it currently has no assets under management or clients as part of its initial registration. Core services include ongoing financial planning engagements, discretionary and non‑discretionary portfolio management, sub‑advisor allocations, and participant account management using a third‑party platform for held‑away retirement accounts.

The firm describes a customized, goal‑oriented investment approach that combines asset‑allocation across ETFs, mutual funds, equities, fixed income, private and alternative investments with fundamental, technical and cyclical analysis; it may hire independent third‑party managers for portions of client portfolios and performs periodic rebalancing and annual reviews. Fee arrangements include percentage‑of‑AUM, blended tiers, flat legacy arrangements, and separate financial planning agreements; the adviser also details operational practices such as invoice reporting and monthly fee debits from custodian accounts.

Several features distinguish Solaris from many peers of similar size: the brochure discloses that some investment adviser representatives are dually registered as broker‑dealer registered representatives (The Leaders Group) and that certain advisors are licensed insurance agents who may receive commissions for insurance and annuity sales in addition to advisory fees. The firm also discloses use of a paid online lead‑matching program, potential allocation to digital‑asset‑linked publicly traded products, reliance on third‑party managers, and that advisory fees are typically debited directly from client accounts (constructive custody); its $500,000 portfolio minimum (subject to waiver) and lack of current clients are additional noteworthy facts.