Advantages of Working with Soltis Investment Advisors

An accomplished wealth management professional, Wayne Demeester has earned decades of experience in the financial services sector. Today, Wayne Demeester, a registered investment advisor, carries out financial duties through his privately owned business, Definitive Advisors, LLC.

Licensed to practice in the state of Washington, Definitive Advisors, LLC, collaborates with Soltis Investment Advisors, LLC, to offer a variety of retirement planning and wealth management services. Growing significantly since its beginnings in 1992, Soltis Investment Advisors currently works with accountants, foundations, and trustees among other entities to offer valuable financial guidance. The company strives to maintain transparency in its practices by upholding a code of ethics that safeguards personal investments.

Also, in accordance with the Securities and Exchange Commission (SEC), Soltis Investment Advisors ensures its clients’ information remains confidential. The firm’s advisors are guided by a privacy policy, provided to clients, that outlines regulations and procedures for protecting consumer personal information. The policy covers how nonpublic personal information is acquired and disclosed as well as security features that give only the client’s advisor access to the account.

About the 2014 IMCA Advanced Wealth Management Conference in San Diego

As an MBA graduate and CIMA-certified financial services advisor, Wayne DeMeester brings more than three decades of professional experience to Seattle-based Definitive Advisors, LLC. In addition to completing advanced CIMA training through the Investment Management Consultants Association.

The IMCA was established in 1985 to promote the best industry practices and credential standards within the wealth management industry. Pursuant to this goal, the IMCA will be hosting the 2014 Advanced Wealth Management Conference in San Diego on October 6-7. Serving more than 9,000 members, the conference provides invaluable educational and networking opportunities to more than 9,000 members. In addition to plenary lectures from several renowned speakers, including nationally published author and economist Anna Bernasek, the event will provide highly specialized insight into the unique demands of high-net-worth clients regarding specialized investment strategies and gift planning, wealth transfer, and tax laws.

For a full schedule of workshops and speakers, visit http://www.imca.org/.