It all adds up

Most wealth managers get stuck on investing. The conversation begins with investment returns, and returns remain the focal point of the relationship.

Traust Sollus views the world through a wider lens.

Yes, we are investment experts. But we are also experts in many other areas that can increase your wealth and cash flow.

Instead of narrowly focusing on your investment strategy — and leaving you dependent on the whims of the markets — we capitalize on multiple strategies, or “wealth drivers,” to get you where you want to go. We evaluate your entire financial picture — your assets, liabilities, income and expenses — to find more cash for you to invest for the future or spend today.

Multiple wealth drivers
diagram