Solaris Private Wealth is a dedicated team of professionals committed to providing personalized financial advice and solutions that prioritize stability, care, and family values. With a deep understanding of the importance of financial security, we work closely with our clients to build lasting relationships founded on trust and mutual respect.
Our team is passionate about helping individuals and families achieve their financial goals—whether that means planning for the future, preserving wealth, or navigating life’s transitions. At Solaris Private Wealth, we believe every client deserves tailored strategies and unwavering support to help protect and grow their financial well-being for generations to come.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
