Listed among America’s Best Financial Advisors by Barron’s, Soltis Investment Advisors obtained independent certification from the Centre for Fiduciary Excellence. The firm was the first investment advisement group to complete the full certification process globally. The achievement represents Soltis Investment Advisors’ ability to execute services utilizing best practices in investment fiduciaries as well as their commitment to integrity.
In addition, the firm ranked in the Financial Times’ National Top 300 Investment Advisor list. The achievement, received in 2015, analyzes growth assets and types under management, staff certifications, compliance records, the length of time in business, and online accessibility. Eligible firms must handle at least $300 million in assets, 75 percent of which cannot fall into the institutional category. Making the list is considered a notable accomplishment in the industry.
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.
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.
An investment professional with more than two decades of experience, Wayne Demeester co-founded Definitive Advisors, LLC. Through the firm, Wayne Demeester helps clients obtain wealth management services through Soltis Investment Advisors.
In April of 2015, Soltis Investment Advisors was issued a certificate of registration from the Centre for Fiduciary Excellence (CEFEX). The certificate represents expertise in ERISA retirement plans and wealth management services.
In order to be issued a certificate of registration, a firm must pass the CEFEX certification audit. The audit stipulates that advisory firms and its advisors adhere to the following: they must create portfolio plans that reflect the risk and return profiles of their clients, they must exercise prudence when documenting and monitoring portfolio performance, and they must manage transactions without any conflict of interest. Further, all advisors are required to possess a strong comprehension of standards and regulations to ensure compliance with laws. These requirements are based on the Prudent Practices for Investment Advisors, a document created by fi360, Inc, the leading organization of fiduciary training resources.
To learn more about the Prudent Practices for Investment Advisors, visit www.fi360.com.
Since 2010, Wayne Demeester has been the managing director for Definitive Advisors, LLC, a Seattle-based financial services company. Wayne Demeester spends time in charitable work as well, by supporting Mamma’s Hands, a Washington State-based charity that provides assistance for individuals in crisis.
One of Mamma’s Hands programs is House of Hope. Located in Western Washington, House of Hope provides support and shelter for women and children in crisis by offering them a safe place to stay and resources to help them to break away from cycles of dependence and abuse. Residents are provided with group and individual counseling services, mental health assessments, life skills training, and opportunities for personal development.
House of Hope teaches residents positive family values and offers parenting and budgeting classes. In addition, preschool-age children are given social and educational opportunities. Ultimately, House of Hope aims to transition its residents into safe, independent living situations, where they can continue to receive needed support while working toward full self-sufficiency.
With over three decades of financial services experience, Wayne Demeester serves as managing director of Definitive Advisors, LLC, an investment firm he cofounded in 2011. In addition to leading his firm, Wayne Demeester has dedicated his time and resources over the years to a number of nonprofit groups, including Ronald McDonald House Charities.
Every fall for nearly 30 years, Ronald McDonald House Charities (RMHC) has held its annual Awards of Excellence celebration to honor individuals who have made significant contributions toward improving the lives of children. In addition to receiving accolades from their peers and RMHC leaders, each Awards of Excellence recipient is presented with a $100,000 grant to be donated to a nonprofit organization of his or her choosing.
Recently, more than 1,200 RMHC leaders and guests came together for the 2015 Awards of Excellence gala, which took place Saturday, November 7, in Rosemont, Illinois. Rwanda minister of health Dr. Agnes Binagwaho and RMHC South Africa founding member Reggie Skhosana were honored at the event and presented with the Medical Award of Excellence and the McTLC Award of Excellence, respectively.
Dr. Binagwaho will direct the $100,000 Medical Award of Excellence grant to a Rwandan foundation assisting vulnerable children, and Mr. Skhosana will donate his grant money to RMHC South Africa. For more information about the RMHC Awards of Excellence, visit www.rmhc.org/awards-of-excellence-gala.
Financial executive Wayne Demeester is the managing director for Definitive Advisors, LLC, based in Bellevue, Washington. Outside of his work with the financial advising firm, Wayne Demeester contributes to multiple charitable organizations, including Mamma’s Hands.
Among the programs and services that Mamma’s Hands sponsors is the House of Hope program, which focuses on providing a safe living environment for women and children who have experienced domestic violence. Along with access to a variety of legal and mental health services, occupants of the House of Hope can also learn valuable life skills that help them on their journey to independence from the lives they leave behind.
During their stay with House of Hope, residents are able to speak with professional counselors one-on-one as well as attend group therapy sessions to meet other women who have undergone similar experiences. Life skill development programs available on location include courses on parenting, cooking, budgeting, home efficiency, and automobile care.