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Our Services

At Solomon Wealth Management, we strive to enhance the economic well-being of our clients by offering access to a variety of investment and insurance products. Whether you want to save for retirement, fund a college education, or minimize taxes we are uniquely qualified to assist you. Services include:

  • Asset Protection
  • Budgeting
  • Business Planning
  • Charitable Gifting
  • College Funding
  • Elder Issues
  • Employee Retirement Plans
  • Estate Planning
  • Family Steward Services
  • Income Tax Issues
  • Insurance Planning
  • IRAs
  • Legacy / Succession Planning
  • Lifestyle Planning
  • Options Strategies
  • Portfolio Management
  • Profit Sharing
  • Qualified Plans
  • Retirement Planning
  • Rollover IRAs
  • Roth IRAs
  • SEPs
  • Simple IRAs
  • Tax Planning
  • Valuation/Continuity