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 serves individuals (including high‑net‑worth clients), plan sponsors, not‑for‑profits and businesses, offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting including non‑fiduciary ERISA services and IRA rollover advice. The firm advises on a broad array of investments, from equities and fixed income to mutual funds, ETFs, REITs, private placements and real estate, and manages accounts on a discretionary basis. The firm tailors advice and allocations to each client’s objectives and uses a mix of fundamental analysis alongside technical/charting and cyclical methods; it may employ short‑term or frequent trading when deemed suitable for a client’s goals. Trades are executed through a directed custodial relationship with Charles Schwab and cash management is limited to the custodian’s sweep options; clients receive custodian statements rather than regular separate written performance reports from the firm. Distinctive features include a recent firm start date (2022) with about $120 million in discretionary AUM and four advisors, a combination that differs from many peers, and an explicit willingness to include private and illiquid investments such as private placements and direct real estate/REIT exposure. The brochure also discloses potential conflicts — notably that rollovers to accounts the firm manages increase its AUM — and the firm generally does not accept proxy‑voting authority for client securities.

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.