Solid State Wealth advisory practice is intentionally structured to serve a limited number of high-net-worth clients, generally with investable assets of $1 million or more. This focus allows us the capacity to deliver highly personalized strategies with the level of attention that complex wealth requires.
Taking into account your goals, risk tolerance, and long-term objectives, we can help you plan for the future so you can focus on building your business while enjoying your lifestyle.
With experience in providing a number of management services, we can invest in a range of asset classes to balance risk with long-term goals and tax-efficiency.
Knowing how to protect your assets is as important as knowing how to grow them. We will show you how you can use insurance as a vehicle to protect you, your money and your assets.
We want to understand your perspective so we can give you the best advice that will help you achieve your goals. Some things we can help you with:
Mutual Funds Offered through Monarch Wealth Corporation
1925 Enterprise Way, Unit 106
Kelowna BC
V1Y 4P7
250-300-4826
Ivan@solidstatewealth.ca
*calculators provided by third parties for comparison purposes only, not an official endorsement*
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