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

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Countering Counterfeit Currency

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

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

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Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

College Savings

See how much you may need to save now to cover future college costs for your child.

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.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

The Business Cycle

How will you weather the ups and downs of the business cycle?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?