Westerville, OH Office

Solyco Wealth serves individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and written financial planning services. The firm also makes tax preparation and accounting available through an affiliated entity, Solyco Advisors Tax Services, as a separate offering from its advisory services.

The firm constructs portfolios from low‑cost mutual funds and ETFs, individual stocks and bonds, options, and alternative investments, using a mix of fundamental and technical analysis with a generally long‑term focus while allowing shorter‑term trading for rebalancing or client needs. Solyco Wealth manages client assets on a discretionary basis (approximately $116.2 million as of December 31, 2025) and provides clients and custodians with periodic account reports that include holdings, allocations, and performance information.

Solyco Wealth is distinct from many peer teams because it is affiliated with ownership entities — Solyco CAC LLC and Solyco Core Partners, LLC — where Solyco Core Partners serves as general partner to several venture capital funds; the advisor discloses potential conflicts from these relationships and states it will not charge a separate advisory fee when clients invest in those funds and will perform due diligence before recommending them. The firm also discloses receiving consulting compensation from affiliated entities for corporate financial analysis and strategy work for portfolio companies, which, together with its affiliated tax services, creates business ties that are uncommon among similar team firms.