Soltis Earns a Spot Among Top 150 RIAs

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

Wayne Demeester is an investment advisor in Washington State with three decades of experience. In his current capacity Wayne Demeester works closely with Soltis, a Utah-based investment advisory firm. Soltis recently earned distinction for being among the top 150 Fee-Only Registered Investment advisory firms (RIAs) in 2016. Soltis was one of only three RIAs in the Rocky Mountain region to earn a spot on the list.

Soltis offers a variety of financial planning and investment management services. The firm is headquartered in St. George, Utah, and a second office was recently opened in Salt Lake City. As a fee-only firm, Soltis only accepts compensation from its clients as opposed to accepting payment from third parties. Additionally, Soltis is a fiduciary, which means that financial advice and investment options offered by Soltis are completely determined by each client’s needs and desires.

The list of the best 150 RIA firms was created by Financial Planning magazine. The list is limited to independent advisory firms, which means that firms owned by outside management and firms that are closely affiliated with insurance companies weren’t included in the rankings.

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.