Welcome to
Solist Wealth Management
Bringing
family office solutions to all our clients
Empowering clients with tailored financial strategies to secure, grow, and preserve their wealth for generations.
Dynamic. Like our Clients.
At Solist Wealth Management, we provide bespoke, family-office solutions designed to grow and adapt with your unique financial journey. Your ambitions inspire our tailored strategies, ensuring your goals remain at the center of everything we do.
Explore
our services.
From wealth management to private banking, tax advisory to estate planning, our comprehensive suite of services is designed to meet every aspect of your financial life. Whether protecting assets, optimizing benefits, or navigating real estate opportunities, we deliver tailored solutions to help you achieve your goals with confidence.
Technology & Reporting
It should be straight forward how much your account has grown, how much of it was dividends and interest, how much you took in distributions, and what is your net worth.
Now it is.
Real-Time Portfolio Access
You get access to a consolidated view of your global portfolio in real-time via performance software that is customizable and can be conveniently viewed via desktop, mobile, or tablet.
Monthly Statements
If you prefer traditional statement viewing, you can get monthly paper statements mailed or view them on the Charles Schwab mobile app or website at anytime.
Best-of-Breed Research Tools
With access to research tools like Bloomberg Terminal and Charles Schwab ThinkorSwim, we stay on the pulse to provide leading-edge market commentary, portfolio analytics, and access to information that is not widely available.
Benchmark Performance Reporting
Our fully customizable reporting gives you the most holistic visualization of your financials, your performance and your estate.
CONTACT INFO
Address: 442 W Kennedy Blvd., Suite 290, Tampa, FL 33606
Phone Number:
813.294.3737
Email:
connect@solistfinancial.com