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:
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.
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.
No proprietary products
We do not offer any proprietary investment products and are transparent in everything we do.
Exceptional client experience
You will receive extraordinary service — our clients consistently praise us for the “white glove” experience we provide.