# Solaris Strategic Wealth

Solaris Strategic Wealth is a RIA based in Charlotte, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://solarisstrategicwealth.com
- **LinkedIn:** https://www.linkedin.com/company/solarisstrategicweatlh

## Regulatory record

- **CRD number:** 339657
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339657

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Energy Transition & Renewables
- Healthcare Services
- Enterprise Software

## People

- 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

## Related profiles

- [CAMCO MANAGEMENT LIMITED](https://altss.com/profile/camco-management-limited)
- [PC3 Partners](https://altss.com/profile/pc3-partners-llc)

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Last updated: 2026-08-11T15:08:11.274Z

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