Soltis Investment Advisors Representative Named to Barron’s Top 1,200

Soltis Investment Advisors pic
Soltis Investment Advisors
Image: soltisadvisors.com

A resident of Washington, Wayne Demeester oversees Definitive Advisors, LLC, as managing director. Wayne Demeester helps clients obtain wealth management services through Soltis Investment Advisors, a partner of Definitive Advisors, LLC.

In 2015, Soltis Investment Advisors’ Hal Anderson was named to the Top 1,200 list by Barron’s, a publication catering to senior executives and professionals in the financial industry. Mr. Anderson joined a list of financial advisors from Wall Street firms and independent agencies, all of which performed solidly despite record low interest rates during the past five years.

Shedding a positive light on Soltis Investment Advisors, he demonstrated excellence in areas of quality of practice, assets under management, and revenues generated. Overall, nearly $1.7 million in assets and $15 million in typical net worth were achieved. His clients included individual and high-net-worth clients. The latter group includes customers with $1 million to $10 million in assets.

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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.