Charitable Giving Consultation at Soltis and Definitive Advisors, LLC

Wayne Demeester draws on over three decades of experience in the financial services sector to lead Definitive Advisors, LLC, as managing director. In this capacity, Wayne Demeester leads the firm to offer nonbiased, transparent financial services and products through its referral partnership with Soltis Investment Advisors.

Definitive Advisors, LLC, directs clients to Soltis for a variety of wealth management services such as tax, investment, and estate planning. In addition to helping clients prepare for the future with its retirement plan offerings, the firm also assists individuals in deciding how to best leverage their resources to benefit the wider community.

Soltis helps clients enrich both their own lives and the lives of others by offering guidance on charitable giving and working to determine how much families and individuals can comfortably allot towards philanthropy. In addition to providing insight into how much clients can afford to give, Soltis offers direction regarding the most effective ways to support charitable causes. The firm considers a number of philanthropic strategies when developing charitable giving plans, including cash or in-kind donations, private foundations, and remainder trusts. In working to help customers solidify their charitable goals, Soltis often collaborates with clients’ estate planning attorneys to offer even broader knowledge and support.