• Our Firm

Our Evolution

With over 70 years of combined experience, the partners at Solid Point Wealth Advisors felt it was time to look at the investment world through a new lens. We have worked for firms that tried to meet client needs with a limited number of long-only investment tools and strategies. Technology today allows us access to a more robust platform of diversified investment strategies and tools to better meet client goals, while enhancing our ability to manage risk.

We use these strategies in our own personal portfolios, and we believe this is the right time to open a firm and share our expertise with clients.

Our Philosophy

Manage risk to achieve each client’s unique long-term investment goals

We believe the next decade will be very different than the previous 40 years of investing. The fight between inflationary and deflationary cycles will result in prolonged elevated volatility across most asset classes. Unlike the past four decades, interest rates are no longer trending down, and given the size of the Federal Reserve’s balance sheet, they will no longer be as accommodative to risk assets. Therefore, risk management will be paramount to any client’s investment success.

As fiduciaries, Solid Point offers a comprehensive approach to wealth management. We help our clients identify their long-term goals and build investment strategies designed to limit risk while meeting those goals.

Why Solid Point?

Decades of experience

Dynamic active management,

focused on managing risk

Disciplined investment process, informed by Top-Down and Bottom-Up analysis

Wealth Management tools

and planning

Utilizes an open architecture platform
that allows us to build diversified
client portfolios specifically designed to
meet client goals

Solid point is a term used to describe a Setter who is smart, disciplined, and
steady when working a field – attributes we all admire in good
investors and will strive to emulate at our firm.

Email

[email protected]

Phone

888-851-6967

Advisory services offered through Solid Point Wealth Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Solid Point Wealth Advisors, LLC only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Solid Point Wealth Advisors, LLC’s current written disclosure brochure filed with the SEC which discusses, among other things, our firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
The information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Investments in securities entail risk and are not suitable for all investors. Nothing on this site is to be construed as a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.
Any reproduction or distribution of this website, as a whole or in part, or the disclosure of the contents hereof, without the prior written consent of Solid Point Wealth Advisors, LLC is prohibited.

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