Page 64 - LIN November 2022 Issue

LIVE

YOUR

5 REASONS

PEOPLE CHOOSE A LOCAL BEST

FINANCIAL ADVISORY FIRM: LIFE

WHEN SMALLER IS BETTER EVER

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Define your path.
See more clearly.
Personal finances reveal a lot about what a person truly identifies NO BUREAUCRACY
as important in their life. When people go through hard times and We have daily team meetings. If there’s an issue, we discuss Be true to your dreams.
difficult seasons, they have to ultimately decide what matters it and solve it, and make it right. Our lines of communication are With a positive mindset
most to them in that exact moment. It could be having to sell the open. We don’t have to run an issue “up the flagpole” and wait for and passionate coaching,
house, having to relocate, or having to take another job after losing someone in a distant corporate office to get back with us before
a spouse. These hard times are already difficult to process without we can address the issue. We act fast on your behalf. Michael Komara delivers the tools
starting to think about the financial toll that comes along with to foster financial confidence,
NIMBLE
them. The last thing you want to do is go into a big box financial
If we learn of a more effective process or software solution that peace of mind,
advisory office and try to hold it together while you are pushed into
will enhance our client service, we’re going to implement it as soon
a cookie-cutter, one-size-fits-all service model. and strategic illumination
as possible. We have the technological expertise on our team to
Sure, these large corporations have access to a lot of resources, to embrace your optimum future.
make improvements quickly.
but they also have to spread those resources broadly to pay for
PERSONALIZED SERVICES
bloated salaries for eight levels of management, huge staffs, and
high-rise office buildings in the big city — all of which you could For decades we have been listening to clients tell us how Empower yours today.
not care less about when your world is collapsing on you. Not to they’d like to be served. That includes the content of our meetings,
mention that often decisions are made to insulate the financial frequency of their progress reports, the technology used to access
interests of the company and significant resources are spent their information, and the protection of their sensitive details.
defending them instead of improving services for their customers. NICHE SPECIALTY
The bottom line: Your finances are personal and deserve proper While we service a wide variety of financial planning and
attention and care. You can’t just sit back and watch your life be investment management needs, we are especially adept at guiding
passed from one department to another. our clients through life’s many transitions — loss of a spouse,
SOLAS WEALTH, LLC retirement, selling a business, relocating to a new city, divorce. Your
life takes many twists and turns, and you need a financial planning
Solas gives you the best of both worlds. We are a boutique,
partner that is agile enough to adapt with you.
“family office” style wealth management firm with access to large
If you value a personal relationship in managing your financial
resources. Here are 5 of our advantages:
affairs, please consider Solas Wealth. We take great delight in seeing
PERSONAL ATTENTION
you experience the life you envision for yourself and those you love.
The most important and impactful difference between Solas 239-451-3261
Please check out solaswealth.com for more information.
Wealth and an assembly-line big box firm is the relationship. SolasWealth.com
While we have the breadth and resources of a large firm, you will
experience a more intimate and responsive relationship with Solas
Wealth. We’re a phone call away. We’ll take pride in knowing your
name and treating you like family — rather than considering you
as just another customer number.

64 Life in Naples November 2022