Soloff Wealth works with you to craft an investment portfolio that helps address your plan requirements.
With more than 20 years of financial advisory experience, Soloff Wealth founder Adam Soloff takes great pride in the investment acumen that his firm brings to the table.
Adam has a deep and broad understanding of investment markets, and the financial vehicles that can be used to work towards a client's goals.
Leveraging the independent research of LPL Financial, Soloff Wealth builds a personalized investment portfolio for each client, using a wide variety of investments such as:
- Mutual Funds
- Exchange Traded Funds
- Money Markets
- Alternative Investments (REITs, Private Placements, and Hedge Funds)
- Annuities (Fixed, Variable, and Index)
- Individual Stocks
We work methodically and passionately with our clients through market cycles and strive to instill in our clients an investment philosophy centered on patience, diversification, discipline, and lifetime perspective.