Professionals, Entrepreneurs, and Executives
Successful professionals, entrepreneurs and executives face complex financial decisions that go far beyond traditional planning.
At Solano Wealth Management, we specialize in personalized strategies that address the distinct opportunities and challenges that come with business ownership, leadership roles, and high-income careers. We build custom plans that align with your financial goals, safeguard your assets, and better position you for long-term success—both during your career and well after.
Services for Professionals, Entrepreneurs, and Executives
Financial Planning
We take a collaborative, full-service approach to financial planning. Working closely with our clients’ accountants, attorneys, insurance agents, and other professionals, we craft comprehensive strategies that align with each client’s goals. Whether you're managing sudden wealth, planning a transition, or building a legacy, we provide clarity and strategy.
Executive Benefits & Strategic Planning
Understanding compensation packages—such as stock options, bonuses, and contract clauses—can be complex. We help you analyze your executive benefits and integrate them into your broader financial plan.
Tax Planning*
Unique careers come with unique tax implications. We work closely with your CPA, legal team, and other advisors to implement customized tax strategies—whether you're managing performance-based income, equity compensation, or business ownership. Our goal: reduce tax exposure while maintaining flexibility and compliance.
Charitable Giving
Give with purpose—and with a plan. We help you design philanthropic strategies using Qualified Charitable Distributions, Donor-Advised Funds, Charitable Remainder Trusts (CRTs), and Family Foundations. These solutions can help maximize your charitable impact and enhance tax efficiency while supporting the causes that matter most to you.
Investment Management**
Your investment strategy should reflect your personal goals, risk tolerance, and time horizon. As an independent fiduciary, we are not tied to specific funds, products, or managers. We design tailored portfolios that evolve with your career and life changes—whether you're accumulating wealth, preserving capital, or seeking long-term growth. Our process includes ongoing education, portfolio reviews, and proactive adjustments as your life evolves.
Insurance Planning
From protecting your earning potential to safeguarding your family’s financial future, insurance plays a key role in wealth preservation. We help you assess risks and implement coverage that aligns with your career, lifestyle, and long-term planning needs.
Social Security Planning***
Even for high earners, timing your Social Security benefits is a critical decision. We walk you through the options, provide personalized recommendations, and guide you through the enrollment process to help maximize your benefits.
*Neither Solano Wealth Management, nor LPL Financial, offer tax or legal advice. Always consult a qualified tax advisor for information as to how taxes may affect your particular situation.
**Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
***Solano Wealth Management and LPL Financial are not associated with the Social Security Administration or any other government agency.