Successful Individuals and Families

Personalized Guidance. Comprehensive Solutions.

At Solano Wealth Management, we understand that every client’s situation is unique. That’s why our approach is always personalized. We work side-by-side with our clients, helping them understand their financial options and make informed decisions about their future. Our goal is to meet clients where they are, define where they want to go, and create a realistic financial plan to help them get there.

Successful Individuals and Families Services:

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. Our team is committed to helping you build a roadmap for long-term financial success.

Investment Management*

As an independent fiduciary, we are not tied to specific funds, products, or managers. That’s why we tailor each portfolio to reflect your financial goals, time horizon, and risk tolerance. We begin by educating you on available investment options and asset allocation strategies. From there, we provide ongoing, proactive monitoring and make timely adjustments to help ensure your investments stay on course.

Insurance Planning

Life is unpredictable. We help clients prepare for life’s curveballs by incorporating proactive insurance strategies into their broader financial plan. From safeguarding your income to protecting your loved ones, we seek to ensure your plan is built with resilience.

Estate Planning

A well-structured estate plan preserves your legacy, ensures a smooth transfer of assets, and minimizes tax liabilities. We help clients develop comprehensive plans that reflect their values and priorities—today and for future generations.

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.

Social Security Planning**

Determining when to claim Social Security is a personal decision influenced by many factors, including life expectancy, marital status, and employment. We’ll walk you through your options, recommend a personalized claiming strategy, and assist with the enrollment process to ensure a smooth experience.

*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. Asset allocation does not ensure a profit or protect against a loss.

**Solano Wealth Management and LPL Financial are not associated with the Social Security Administration or any other government agency