About Solomon Private Wealth
Are your values and faith aligned and included in your wealth planning and investment portfolio? If not, we can help! Our services can help you include your values and faith in a customized financial and wealth plan and your personalized investment portfolio. Solomon Private Wealth is a financial advisory firm driven by a passion for helping people. Named after King Solomon, who humbly asked God for wisdom to lead, Solomon Private Wealth is built on the same principles of humility and stewardship.
Founded by Brad Small, MBA, CEPA, Solomon Private Wealth brings over thirty years of experience and a wide range of services to our clients. We provide services including retirement planning, college savings, and legacy guidance.
Solomon Private Wealth centers client relationships around integrity, loyalty, family, and community. Through a faith-driven approach to financial planning, we help our clients turn “Wisdom into Wealth” ™.