Our Approach

Our mission is to help build and help preserve our clients’ wealth

At Soloff Wealth Management, our mission is help improve lives, one financial plan at a time.  To fulfill this mission, we aspire to surpass the highest levels of service and standards of professional ethics and integrity.

We provide professional, independent advice

As an independent firm, Soloff Wealth Management has no obligations to investment product manufacturers and no cross-sell quotas or other home-office directives that may lead to conflicts of interest. We don’t spend our time in meetings or on conference calls with far-off senior management. Our sole focus is serving our clients’ needs. Our financial professionals provide independent financial planning and investment advice based on a thorough understanding of our clients’ unique circumstances and wealth management philosophy. We offer the benefit of experience, education and professional training to help them pursue their personal financial goals.

Our clients’ interests always come first

The independent professionals of Soloff Wealth Management always put our clients’interests first. We place a high value on the importance of long-term planning with a focus on capital preservation.

Independence powered by LPL Financial

Soloff Wealth Management is powered by LPL Financial, the nation’s largest independent broker/dealer*. LPL Financial provides a comprehensive array of tools and resources to more than 14,000 independent financial advisers, enabling them to provide objective financial guidance to their clients. The firm has no proprietary products.

*As reported by Financial Planning magazine, June 1996-2018.