At Solano Wealth Management, our mission is to guide our clients toward lasting financial success through a time-tested three-step approach:
Discover, Design, Deploy.
We begin by understanding each client's unique goals and values (Discover), craft tailored strategies that align with their vision (Design), and execute those plans with precision and ongoing support (Deploy).
Through our proprietary process, the “SWM FORMula”, we empower individuals, families, and businesses to accumulate, manage, and preserve their wealth with clarity and confidence.
What We Offer
Comprehensive Wealth Management
Customized financial planning that evolves with your life
Investment Advisory Services
Disciplined strategies aligned with your goals and risk profile
Risk Management Strategies
Ensure your wealth protects both your future and your family’s through strategic life insurance and long-term care solutions
Retirement & Estate Planning
Prepare for your future and establish your legacy
Tax-Efficient Strategies
Enhance your portfolio with proactive planning
Why Choose Us
Fiduciary First
We act in your best interest—always. Our advice is independent, transparent, and aligned with your goals.
Relationship-Driven Service
You’re more than an account. Your dedicated advisor takes the time to understand your life, not just your portfolio.
Dedicated. Thoughtful. Time-Tested.
Decades of helping clients pursue their goals with clarity and confidence.
