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Individual investors and families consult with Solari Investment Advisory Services using two different approaches:

  1. A one-time consultation: This two-hour consultation is designed for investors who are experienced, well served by their current advisors, or have a specific issue and need a limited amount of time to understand how to apply our approach. Consultation clients receive complimentary access to The Building Wealth Collection of Solari Audio Seminars in MP3 format.

  2. An ongoing relationship via retainer: This is a traditional client relationship that is renewed for 25 week periods by mutual agreement. In addition, retainer clients receive complimentary access to The Solari Report.
What is it that you would like us to help you accomplish?
Are you interested in a one-time consultation or an ongoing relationship via retainer?  
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We may also be reached via telephone: (731) 764-5168


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