UNDERSTAND | COLLABORATE | EXECUTE
Solyco Wealth is a unique wealth management firm that delivers a range of services for affluent families, business owners, institutions, foundations, endowments, and family offices. We leverage our advisors and eco-system to best understand your wealth philosophy and develop a dynamic plan to support you in achieving your goals.
Goals-focused
Solyco Wealth focuses on clients’ goals when financial planning, over arbitrary performance benchmarks, which research shows leads to not only an increase in wealth for clients, but also an increase in satisfaction and preparation for life events.
WE ARE
Action-based
Solyco Wealth utilizes an active management approach, creating investment portfolios matched to clients’ needs by understanding their appetite for risk, devising a suitable asset allocation plan, and selecting securities to execute that plan.
WE HAVE
Elite Resources
Solyco Wealth draws on the expertise of Solyco Capital’s senior partners. Wealth also benefits from engaging with managements of the companies that compose Advisors’ private equity and venture capital investment portfolio, offering invaluable insights.
In preparing for battle I have always found that plans are useless, but planning is indispensable.
– Dwight D. Eisenhower
WE SHARE
Our Expertise
Our leadership interprets current events and then shares the potential impact to the market climate. Browse the archives or follow us on social media to be notified of hot takes in real time.
