Page 64 - Life-in-Naples-Magazine-AugSeptOct-FullSpreads
P. 64
LIVE
5 REASONS YOUR
PEOPLE CHOOSE A LOCAL BEST
FINANCIAL ADVISORY FIRM:
WHEN SMALLER IS BETTER LIFE
EVER
{
ersonal fi nances reveal a lot about what a person truly No Bureaucracy Define your path.
identifi es as important in their life. When people go We have daily team meetings. If there’s an issue, we discuss it See more clearly.
Pthrough hard times and diffi cult seasons, they have to and solve it, and make it right. Our lines of communication are
ultimately decide what matters most to them in that exact open. We don’t have to run an issue “up the fl agpole” and wait for Be true to your dreams.
moment. It could be having to sell the house, having to relocate, or someone in a distant corporate offi ce to get back with us before we With a positive mindset
having to take another job after losing a spouse. Th ese hard times can address the issue. We act fast on your behalf.
are already diffi cult to process without starting to think about the Nimble and passionate coaching,
fi nancial toll that comes along with them. Th e last thing you want If we learn of a more eff ective process or software solution that Michael Komara delivers the tools
to do is go into a big box fi nancial advisory offi ce and try to hold it will enhance our client service, we’re going to implement it as soon to foster financial confidence,
together while you are pushed into a cookie-cutter, one-size-fi ts-all as possible. We have the technological expertise on our team to
service model. make improvements quickly. peace of mind,
Sure, these large corporations have access to a lot of resources, Personalized Services and strategic illumination
but they also have to spread those resources broadly to pay for For decades we have been listening to clients tell us how to embrace your optimum future.
bloated salaries for eight levels of management, huge staff s, and they’d like to be served. Th at includes the content of our meetings,
high-rise offi ce buildings in the big city – all of which you could frequency of their progress reports, the technology used to access
not care less about when your world is collapsing on you. Not to their information, and the protection of their sensitive details.
mention that often decisions are made to insulate the fi nancial Niche Specialty Empower yours today.
interests of the company and signifi cant resources are spent While we service a wide variety of fi nancial planning and
defending them instead of improving services for their customers. investment management needs, we are especially adept at guiding
Th e bottom line: Your fi nances are personal and deserve proper our clients through life’s many transitions – loss of a spouse,
attention and care. You can’t just sit back and watch your life be retirement, selling a business, relocating to a new city, divorce. Your
passed from one department to another. life takes many twists and turns, and you need a fi nancial planning
Solas Wealth, LLC partner that is agile enough to adapt with you.
Solas gives you the best of both worlds. We are a boutique, If you value a personal relationship in managing your fi nancial
“family offi ce” style wealth management fi rm with access to large aff airs, please consider Solas Wealth. We take great delight in
resources. Here are 5 of our advantages: seeing you experience the life you envision for yourself and those
Personal Attention you love.
Th e most important and impactful diff erence between Solas
Wealth and an assembly-line big box fi rm is the relationship. Please check out solaswealth.com for more information.
Please check out solaswealth.com for more information.
While we have the breadth and resources of a large fi rm, you will
experience a more intimate and responsive relationship with Solas 239-451-3261
Wealth. We’re a phone call away. We’ll take pride in knowing your SolasWealth.com
name and treating you like family — rather than considering you
as just another customer number.
64 Life in Naples | August, September, October 2022 Life in Naples | August, September, October 2022 65