Our Services
Financial Planning
At Solutions Group Wealth Management, we believe sound planning integrates the full picture of your financial life: past, present, and future. To truly take command of your life and achieve your goals, you need more than a “one-size fits all” solution. You deserve a comprehensive approach that provides an overview of your current situation, a blueprint for your future, and a custom game plan to help you get there.
By providing personal financial planning services in a uniquely coordinated way, our team empowers you to live the way you always imagined. Pairing innovative technology with a client-centered approach, we make your money work harder and smarter for you and your family. Our holistic approach unites all aspects of your financial situation. Experience the power of personal financial planning. Working as a team, we will help strengthen your financial situation, instill confidence in your future, and walk beside you every step of the way.
Investment Management
The heart of our practice is dedicated to carefully constructing and managing investment portfolios. With access to industry-leading money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.
At Solutions Group Wealth Management, we believe sound investment management begins with a proven process, not just a product. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation.
As markets shift and your personal needs change, our customized strategies are built to evolve. To protect and maximize your wealth, we employ tax-advantaged strategies and alternative investment strategies that complement your foundation of core stock and bond portfolios.
Retirement Planning
Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that satisfies your long-term goals. Our advisors offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to meet your retirement goals.
Since our inception, we have helped clients effortlessly transition from the working world into retirement. Through our personalized approach to planning, we help clients navigate their retirement journey with confidence. By looking at the whole picture of your life, we can develop a tailor-made plan of action that evaluates pensions, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.
Trust Services
Corporate Trustees for personal trusts & Administration for self-trusteed Charitable Trusts
Common reasons to use a corporate trustee
› Extensive experience in addressing a variety of trust scenarios
› May provide objectivity when dealing with challenging family situations
› May ease the burden on a family member who serves as the trustee
Services Offered
Administration of the trust
• Distribution of principal and income in accordance with the terms of the trust
• Custody of trust assets
• Fiduciary accounting and record keeping
Our Trust Network gives you access to some of the nation’s most highly regarded trust
companies, including: BOK Financial, Comerica Bank & Trust, N.A., Independent Trust Company of America, New York Private Trust Company, Reliance Trust Company of Delaware and Wilmington Trust. Participating trustees may act as sole trustee, co-trustee or agent-for-trustee for your client’s personal trust, depending on the specific need.