Wealth Management

Wealth Management Services

Solares Hill Advisors is a full service wealth management firm providing comprehensive planning solutions to clients who are looking for financial advice and objectivity. Clients benefit from our single source solutions that coordinate their financial, legal, real estate, and tax issues all within a single point of contact to provide a holistic planning model without any product or sales agenda.

Our highest priority is to create value and peace of mind for our clients by offering the following comprehensive services:

  • Portfolio Analysis
  • Asset Allocation Design
  • Investment Management
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • College Funding Strategies
  • Educational Seminars
  • Long Term Planning

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal, and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating our clients enables them to make more informed decisions. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you. 

What Is Wealth Planning?

Wealth planning/management is a client-focused process that is centered around creating a roadmap or plan to help our clients:

  • Protect
  • Build
  • Transition their wealth

We focus on all areas of their unique financial situation and include a plan for:

  • Retirement
  • Their taxes
  • Legacy
  • Business plans

Our services help our clients avoid the confusion of financial planning. We help them achieve the lifestyle they envision for themselves and their loved ones. With the clarity from wealth management they are able to enjoy their lives!

FIND OUT MORE ABOUT SOLARES HILL ADVISORS

To schedule your free consultation so we can discuss our wealth management services with you, give us a call today at (800) 828-7854.

Commonly Asked Questions

What benefits can I expect from working with Solares Hill Advisors for my asset management?

Working with Solares Hill Advisors offers numerous benefits for your asset management needs. Our team provides personalized service, ensuring that your unique financial goals are at the forefront of our planning. We offer a single point of contact for all your financial, legal, and tax issues, simplifying the management process. Our disciplined approach to balancing risk and return, combined with ongoing education, empowers you to make informed decisions. Ultimately, our goal is to create value and peace of mind, allowing you to focus on what matters most in your life.

Why is it important to have a holistic view of my assets?

Having a holistic view of your assets is crucial for effective wealth management. It allows you to see how different components of your financial life interact and impact one another. At Solares Hill Advisors, we integrate all aspects of your financial situation, including investments, taxes, estate planning, and retirement strategies. This comprehensive approach helps identify opportunities for optimization and risk mitigation. By understanding the full picture, you can make informed decisions that enhance your financial well-being and ensure a secure future for you and your loved ones.

Why Clients Love Us

Reviews & Testimonials
    “Professional, personable, patient.”
    Giving a huge shoutout to Holliston's local Marsden Law P.C., who came to our rescue on an estate matter earlier this week amidst the holiday crunch. If you're looking for a professional, personable, patient, down-to-earth firm to guide you through important decisions, call Marsden Law P.C. We've used their legal services multiple times. They are top-notch!
    - Mary C.
    “I highly recommend Marsden Law for anyone dealing with the financial (and emotional) needs of caring for an elder parent.”

    My family and I are just starting the Medicaid application process for our Mom, who is now on Long Term Care. Marsden Law is handling all of this for us. After our first meeting with Jay, we went away with a much clearer understanding of how we need to proceed to take care of all of our Mom’s future financial needs. Jay took the time to explain everything in great detail and made it easy for us to understand what we need to do going forward. Applying for Medicaid is an overwhelming process, to say the least, and we have the utmost confidence in Jay and his team, that they will be there for us, through the entire process. I highly recommend Marsden Law for anyone dealing with the financial (and emotional) needs of caring for an elder parent.

    - Brian O.
    “Excellent service, trustworthy advice.”
    My family and I have had a relationship with Marsden Law P.C. for nearly 15 years, and they have never let us down. Excellent service, legal advice offered in a way we can understand, and they have really earned our trust. I would recommend Marsden Law to any of my friends.
    - Bob W.

Standing Apart From the Rest

Why Choose Marsden Law
  • Responsive to Clients' Needs
  • Free Initial Case Consultations
  • Over 15+ Years of Experience
  • Simplify Complex Legal Matters
  • One-Time Flat Fee for Life Pricing

What Is Wealth Planning?

Wealth planning/management is a client-focused process that is centered around creating a roadmap or plan to help our clients:

  • Protect
  • Build
  • Transition their wealth

We focus on all areas of their unique financial situation and include a plan for:

  • Retirement
  • Their taxes
  • Legacy
  • Business plans

Our services help our clients avoid the confusion of financial planning. We help them achieve the lifestyle they envision for themselves and their loved ones. With the clarity from wealth management they are able to enjoy their lives!

Contact Marsden Law P.C. Today!

We’re Ready to Help

A member of our team will be in touch shortly to confirm your contact details or address questions you may have.

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