Meet the Founder
Brad Small is the CEO and founder of Solomon Private Wealth. He has over 25 years of extensive training, education, and real-life experience in wealth planning and investment management. Brad has also been named as a Five Star Wealth Manager by Five Star Professional for several years. Outside of the office, he is involved with the community in the North Shore Chamber of Commerce, supports charitable organizations, and more!
Financial Advice to Achieve Your Goals
We help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized proprietary services focuses on your needs, wants, and long-term goals with integrity, transparency and sincerity.
Fidelity
A national custodian of investment accounts and investment research. We custody client accounts with Fidelity for all of our fee-based investment advisory accounts.
Thrivent
A national registered investment advisor (RIA) that provides operational, compliance, technology, and administrative support and services.
Smith Co
A national insurance agency that provides our clients with full service wealth planning strategies and uses a team of specialists to review and advise on estate and tax planning strategies.
PKS
A national broker dealer that provides compliance, education, technology and support services for specific non-advisory investment products such as annuities and 529 plans.