The sum of the parts

Most financial choices impact many areas of a person’s financial life. For example, buying a house is not just a cash flow and debt decision — it’s also an investment decision, a tax decision and an insurance decision.

Traust Sollus understands these interrelationships and has the resources to address them. We offer a full suite of wealth management services, which we seamlessly integrate on your behalf. By providing broad capabilities and tying them together, we help you make financial choices that maximize your after-tax wealth and cash flow.

Clients gain the greatest benefits by using all of our services in combination. However, we offer select services on a stand-alone basis.

Our wealth management services