In 2006, following a successful 16 year career as an investment advisor for some of the largest companies in the investment, banking and insurance businesses, Greg Solari ventured into the realm of the independent, registered investment advisor.
The transition to a fee-only, independent structure not only opened the door to providing his clients with a wider scope of investment options, but also afforded the freedom to ensure that the interests of his clients were not subordinate to those of the firm.
It is our mission to provide all of our clients with the best possible service and through careful selection and monitoring, the world's best money management.
- An institutional money management approach
- Custom asset allocation
- Tax management features
- Continous monitoring and oversight
- All in one convenient account
