Soltis Investment Advisors, LLC is a fee-only registered investment advisory firm located in the red rock country of the Southwestern United States. We deliver financial security and personal freedom to individual and institutional investors through a unique and proprietary process of investment analysis that strives to eliminate conflicts of interest. Soltis provides wealth management and comprehensive financial planning services to individuals and families. In addition, we offer investment advice and plan consultation to retirement plans for successful small to medium sized businesses. These services are provided independent of any third party relationship. Our independence empowers us to recommend investment options driven solely by the best interests of our clients, and leads to a level of accountability and responsibility that is unmatched among our peers.

Our founding principle was, and continues to be, to put your interests above all, with a goal to consistently exceed expectations. As your Financial Advisors, we will spend the time to understand your financial concerns and work with you to develop a customized investment program that we believe can best meet your needs. As our relationship builds over time, we will endeavor to anticipate your changing circumstances and help advise you on appropriate investment strategies. We look forward to serving your long-term investment needs. We believe the TSG Wealth Management difference lies in our dedication to quality and our disciplined approach to your wealth management and investments. We take pride in building relationships with our clients and their families first, so we can better understand your needs today and in the future. TSG was built for advisors, by advisors. Creating an atmosphere that helps advisors and their clients thrive in the financial space without all of the traditional headaches of running your own practice. Learn more about joining TSG today! Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WV, WI, and WY We are unable to respond to messages through LinkedIn, please contact us 562-414-0900 or [email protected].

As a proudly Australian company, over 30 years Davidson has evolved into a leader in enhancing workplace performance. Our team includes a broad range of specialists in business advisory, search and recruitment, and technology consulting. With a national presence, we possess the scale and capability to enhance your workplace performance. We combine this with strong local knowledge and a partnership-based approach to building sustainable value. At Davidson, every action, big or small, is directed to enhancing workplaces, supporting careers, and making a positive difference to the lives of our clients, candidates and the broader community. Many of our clients have worked with us for decades. We put that down to living our values which embrace thinking 30 years not 30 days; giving the same advice as you would give to a close friend or relative, and going above and beyond to ensure we deliver for our clients.

Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management. GuidedChoice was among the first to use the power of online technology to provide greater access, customization and transparency. Since 1999, GuidedChoice has successfully partnered with DC Plan advisors to help not only their participants, but to also give advisor partners the support they need to succeed. GuidedChoice is a 3(38) fiduciary partner fully invested in participants’ long term success, to make your employer relationships even more successful. GuidedChoice’s “advisor friendly approach” can bring participant-level fiduciary protection as well as flex to the advisor’s investment strategy and options through its open architecture — while keeping the advisor in complete control of the client relationship. This allows the advisor to deepen client customization and trust, while freeing them up to focus on other facets of their business growth. With an employee preferred methodology designed to lower risk and volatility, a fiduciary role that covers participant as well as the Plan, and an industry-leading history of advisory support for nearly 20 years, GuidedChoice is the ideal partner to help your employees focus on their future while reducing your liability. GuidedChoice has no affiliations with any institutional investor or venture capital firm, or with any investment managers or brokerage firms. This allows us to work with anyone, including startups whose plans are often bypassed due to low plan balance.