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Solaris Strategic Wealth
Solaris Strategic Wealth is a wealth management services firm that supports clients on their financial journey. Its mission is to educate and empower people...
Overview
Solaris Strategic Wealth is a wealth management services firm that supports clients on their financial journey. Its mission is to educate and empower people to pursue their unique financial dreams so they can enjoy life and leave a legacy. The firm takes a comprehensive, holistic approach to financial planning and works with families, individuals, business owners, self-employed professionals, retirees, and those in career transitions or sabbaticals, with a focus on purpose rather than profit.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
United States
Principals
Nicole Milone - Chief Wealth Advisor / LPL Financial Advisor
Doug Milone - Chief Operating Officer
Jennifer Meldrim - Wealth Advisor
Jamie McGarity - Client Experience and Business Development
Paula Roark - Wealth Advisor
Doug Milone - Chief Operating Officer
Jennifer Meldrim - Wealth Advisor
Jamie McGarity - Client Experience and Business Development
Paula Roark - Wealth Advisor
Nicole Milone - Chief Wealth Advisor
Sector focus
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