The value we deliver

Traust Sollus is a boutique wealth management firm serving high net worth individuals and families. We are recognized for these key strengths, which give us an edge in advising you:

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Multiple wealth drivers

We explore all areas of your financial life to find more cash for you to invest or spend, because wealth management is more than just investment management.

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Powered by CPAs

All of our wealth advisors are CPAs whose expertise can result in significant tax savings that are often greater than the cost of our services.

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No proprietary products

We do not offer any proprietary investment products and are transparent in everything we do.

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Exceptional client experience

You will receive extraordinary service — our clients consistently praise us for the “white glove” experience we provide.