Financial Planning is the focus of your “why”. This is where you and your advisor discuss your most important issues and concerns. It is the discovery meeting as well as the annual reviews, very similar to continuously meeting your primary care physician and then building a relationship to be in the best health possible. We want you to be in the best financial health possible over your lifetime.
Financial Planning is long-term and relationship based. It is not transactional but relational. It is not static but ever changing and dynamic. It is built on trust and experience. At Solomon Private Wealth, we have over 25 years of building relationships and trust. Clients remain with us because they have experienced this and have seen Wisdom to WealthTM in action.