We believe our teamwork approach adds a broader perspective to all we do and can provide increased benefits to our clients.
Our team of financial professionals can help you address:
We can also help answer questions you might have, such as:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
President & Wealth Advisor
Rufus Williams is the founder and President of Solano Wealth Management, Inc. As an advisor, Rufus provides financial insight to his clients, assisting them to help accumulate, manage, and preserve their wealth...
Frank is a wealth advisor at Solano Wealth Management, Inc. As a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant®, he focuses on helping...
Carlos R. Mendoza is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and an Accredited Asset Management Specialist (AAMS®) with over two decades of experience in the financial industry...
Kelly has been with Solano Wealth Management since 2013 where she specializes in client service and operations...
Wendy joined Solano Wealth Management, Inc. in 2021. With her background in operations, she helps to cultivate a high-level experience for the clients at SWM...