Traust Sollus: A Brief History
At Traust Sollus you will find a stable of passionate wealth advisors, expert CPAs, PFSs, CFPs and CFAs, creating a collaborative culture for financial planning and investment advice.
Grounded in a CPA discipline, Traust Sollus is a highly successful leader in the wealth management field, with offices in New York City and Princeton, and with successful clients all across the United States.
As our name suggests, we are committed to offering sound, conflict-free advice and creating relationships with our clients based on mutual trust and respect.
Since we are not an institutional investment house or private banking institution, we provide objective and customized client-centric service to every one of our loyal clients.
Our Proprietary Approach
Where do you want to be in 20 years?
How will you help your grandchildren succeed?
What do you look for in a financial partner?
We believe that, when we help you with your Financial Planning, we are also planning for your future and the future of your family, and we look at the big picture, in helping you reach your financial goals.
At Traust Sollus, your financial plan is created uniquely for you. After meeting with you and discussing your financial goals, your wealth advisor will recommend an investment approach, and will explain how our proprietary planning approach and your “Road Map” will help you achieve your goals within your desired time horizon.
Our proprietary process for helping clients preserve and manage their wealth has been granted registered status by the U.S. Patent and Trademark office, and has garnered national recognition by publications as diverse as Worth, Medical Economics and The New York Times.
While customized, the Traust Sollus approach is not for everyone – we’re in partnership solely with clients who are here for the long-term; clients who understand that this is the key to eventual success.