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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 to...
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 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
Frequently asked questions
What is Solaris Strategic Wealth?
Solaris Strategic Wealth is a ria headquartered in Charlotte, United States.
Where is Solaris Strategic Wealth headquartered?
Solaris Strategic Wealth is headquartered in Charlotte, United States, in the North America region.
What does Altss track for Solaris Strategic Wealth?
Altss maintains an OSINT-verified profile of Solaris Strategic Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Solaris Strategic Wealth's website?
Solaris Strategic Wealth's public website is solarisstrategicwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Solaris Strategic Wealth?
Solaris Strategic Wealth is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Solaris Strategic Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Solaris Strategic Wealth's Altss profile last updated?
Solaris Strategic Wealth's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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