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Wealth Management

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Whether you would like to review your current investment strategies, seek guidance with income protection, or talk retirement, we are here to provide you with personal attention, objective advice, and a comprehensive approach to your unique financial situation.

Avantax Wealth Management

  • Income Tax Planning
  • Investment Planning
  • Retirement Planning
  • Insurance Planning
  • Business Planning
  • Estate Planning
  • Asset Preservation
  • Education Planning
  • Debt Management
  • Special Situations

You've worked hard to get where you are. Let us help guide your future. Contact us today!



Timothy S. Solt, CPA
Financial Advisor


Avantax
Securities offered through Avantax Investment Services, Member FINRA, SIPC
Investment advisory services offered through Avantax Advisory Services
We are currently licensed to do business in the states of CA, FL, KY, MA, MI, OH, SC
Insurance services offered through Avantax Insurance Services