Solace Advisors — For the Stewards of Legacy
Your financial life has outgrown siloed advice.
Solace coordinates your CPA, attorney, investment advisor, and other professionals around one plan—so you no longer have to.
For successful business owners and families managing businesses, entities, trusts, real estate, investments, and multiple advisors.
CPA
Series 65 Investment Adviser Representative
Fixed-Fee Advisory
The real problem
You have become the middleman.
You shouldn't have to carry messages between your CPA, attorney, financial advisor, and insurance team. Every advisor talks to you, but rarely to each other—and the follow-up always lands back on your desk.
Solace steps into that role. We coordinate the professionals you already trust around a single plan, so decisions get modeled in full before they're made—not corrected after the fact.
Without coordination
- CPAtalks only to you
- Attorneytalks only to you
- Financial Advisortalks only to you
- Insurance Teamtalks only to you
One Chief Advisor, aligning every professional around your goals.
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