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Fee Based Advisory Program

Fee-based advice reduces the potential for conflicts of interest and creates a common goal between the client and advisor. Having a common goal creates a "same side of the table" relationship. Our fee-based platform puts us on retainer for additional financial advice. We hold ourselves to a fiduciary standard to always work in our clients' best interest.

Wealth Management

Solomon Wealth Management is independent but not alone. We affiliate with Independent Financial Group and Bank of New York Mellon's Pershing and Portfolio Management Consulting Group (PMC). Through these relationships, we create and manage portfolios made up of individual equities/ETF's and institutional class mutual funds.

Our company provides wealth management within a strategic allocation structure with a tactical approach. We not only subscribe to the modern portfolio theory but also utilize the endowment model style. Endowment models* add in an element of alternative investments that provide a non-correlated investment to the portfolio, and thus a more diversified allocation.

All markets are not equivalent and sometimes a tactical approach is required to manage market sector rotations. We pride ourselves in managing assets in turbulent markets while tactically seeking to minimize downside risk.

Financial Planning

We gather a full understanding of your whole financial picture and adapt the financial plan as your situations change in life. With an ongoing financial planning relationship, you never have to worry about extra fees when new financial questions emerge. Dealing with new circumstances as the arise allows us to be proactive and adjust other parts of your plan accordingly.

* Endowments have limited liquidity needs, significantly longer time horizons and the ability to pursue less liquid asset classes more aggressively than an individual retail investor. Individuals typically have higher liquidity preferences and a finite time horizon. Investing involves risks including the potential loss of principal. No strategy or product can assure success or protects against loss. 

All of the entities listed above are under separate ownership.