Bring Peace to Your Finances
Concerned about the economy and inflation? We can help! Schedule your complimentary meeting today.
Our strategy combines technical and fundamental analysis to manage risk and return. Meet your goals through our consistent process for investing over the immediate and longer term.
Risk management is just as important as the pursuit of returns. Our process considers the risks inherent in all investment strategies to help mitigate market risks when warranted.
A good investment strategy includes a good protection strategy. Don’t lose your hard-earned assets and income to taxes, medical, legal and other unforeseen expenses.
The gift of legacy can’t be measured in dollars. It is why we do what we do. Transferring your wealth to the next generation and your charitable interests is a personal and unique strategy.
Our motto, Wisdom to WealthTM, includes not only investing strategically, but finding your “why”, or your purpose for your wealth, aligning your personal values with your financial decisions.
Contact us for a complimentary discovery meeting to find your “why”!
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.
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!
A national custodian of investment accounts and investment research. We custody client accounts with Fidelity for all of our fee-based investment advisory accounts.
A national registered investment advisor (RIA) that provides operational, compliance, technology, and administrative support and services.
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.
A national broker dealer that provides compliance, education, technology and support services for specific non-advisory investment products such as annuities and 529 plans.