A complete list of active advisors currently associated with Solid Point Wealth Advisors, LLC

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

Solid Point Wealth Advisors is a registered investment adviser that serves individual investors (both non-high-net-worth and high-net-worth), plan sponsors, not‑for‑profits, and corporations. The firm provides discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services, including non‑fiduciary ERISA education and fee benchmarking. The firm’s investment process blends fundamental analysis with technical/charting and cyclical methods and may employ long‑ or short‑term strategies; managers typically operate with discretionary trading authority and permit clients to impose written restrictions on their accounts. Portfolios may include equities, corporate and municipal debt, mutual funds and ETFs, REITs, real estate, and private placements, and the firm uses the custodian’s money-market sweep for cash management. Distinctive operational features include a routine requirement that clients direct brokerage to a single custodian (Charles Schwab) and a disclosure that the firm does not consistently aggregate trades, which can result in different execution prices across accounts; the firm also generally does not vote proxies on behalf of clients. Formed in 2022 and owned by multiple principals, the adviser also highlights IRA rollover conflicts of interest and offers ERISA non‑fiduciary services, which are notable considerations relative to many peers.

To learn more about the advisors currently working at Solid Point Wealth Advisors, LLC, 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.