A complete list of active advisors currently associated with Winston Solidus

Warmer can help you find a great advisor at Winston Solidus or one who fits your needs even better.

Winston Solidus Wealth, LLC is a state-registered investment adviser that provides discretionary and non‑discretionary advisory services to individuals, families, young professionals, retirees, and small- to mid‑sized businesses. Primary services include comprehensive portfolio management (stocks, bonds, ETFs), optional custodian‑held crypto ETF sleeves, business crypto treasury management, and trust investment management for assets administered by qualified trustees. The firm emphasizes a long-term, diversified approach that favors buy‑and‑hold discipline, periodic rebalancing, and limited allocations to regulated crypto ETFs to manage volatility. It combines fundamental and technical analysis, exercises discretionary trading authority where agreed, and conducts ongoing monitoring with formal quarterly and annual reviews while billing fees quarterly in arrears and providing invoices for client verification. Distinctive operational features include targeted offerings for corporate treasury crypto strategies and discretionary trust management for assets held by trustees such as community banks or trust companies, indicating service to both individual and institutional/trustee clients. The firm is an initial filing reporting zero assets under management, maintains a non‑voting Advisory Board that includes a practicing attorney for non‑binding consultation, and discloses receipt of educational and operational support from its recommended custodians.

To learn more about the advisors currently working at Winston Solidus, 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.