Broker Check

Meet The Team

Over the past 27 years, Adam has built Soloff Wealth Management; a successful financial planning and investment firm focused on trust, integrity, and independent advice.

Read more

Heather Soloff

Client Success Coordinator

215-874-7147

866-208-2752

As Soloff Wealth Management’s Client Success Coordinator, Heather Soloff takes pride in working with Adam to ensure client satisfaction. 

Read more

John E. Simone, AIF®, CRPC®, CRPS®, CPFA

Corporate Benefits and Insurance Planning

215-431-4431

855-824-8884

For more than 27 years, John has been helping business owners, keyexecutives and high-net-worth individuals transform their life aspirationsinto financial realities. By establishing a culture of integrity and trust,creating realistic...

Read more

Matthew is a registered Financial Advisor. Now going into his sixth year, Matthew’s primary objective is to help individuals, business owners, professionals and executives feel confident about their financial future. Matthew...

Read more

Alison Pettine Wyshock joined Secure Planning Group, LLC as aWealth Advisor in 2016. She is passionate about empowering womenentrepreneurs, business owners, and executives to be financiallyproactive.As part of educating women, Alison...

Read more

Chris currently holds his FINRA Series 6, 7 and 63 licenses withLPL Financial and the Series 65 license with Wealthcare AdvisoryPartners, LLC in addition to life, accident, and health licenses. He is agraduate of the University of...

Read more

With more than 10 years of experience within financial services, Mikehas partnered with over 400 financial advisors. Previously, as a salesconsultant he specialized in building investment portfolios as wellas helping advisors align...

Read more

A native of Bucks County and a college graduate from Cairn Universitywith a Bachelor’s & Master’s degree in Business Administration, Nate hasbeen a part of SPG’s team since 2021. While at Cairn, Nate was a...

Read more