Soloff Wealth Management

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Personalized Wealth Management

Soloff Wealth’s mission is to help our clients achieve True Wealth through planning, investment management, education, communication and service, which exceed their expectations. We offer a comprehensive suite of investment management and wealth planning strategies, serving affluent families, business owners, executives and institutions.

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Helpful Content

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?