“We start with the planning, not with the money.”

SolomonWood is a comprehensive financial services group with a “client-first” and financial planning focus. Since 1977 we have been leveraging our strategic partnerships with financial, accounting, and legal advisors, just to name a few; SolomonWood collaborates with the other professionals and advisors in a client’s life as we strive to offer robust and thorough planning and execution.

We envision a financial planning community where professionals work collaboratively for the benefit of clients. We will continue to mentor young advisors and advisor groups, alike, and to pursue a path-forward for these professionals to offer sound financial advice.

Conversation and collaboration.
Across multiple generations, we widen the conversation to include your trusted family members in retirement and estate plans. Your attorneys, accountants, and senior living specialists may have pertinent information to consider as well. Often this is the first time these conversations have taken place. The team at SolomonWood gently facilitates the discussion that brings everyone to the table who will be working together toward your goals. Adult children are typically not familiar with their parents’ financial situation until a crisis occurs. Therefore, it is important to be proactive and inclusive in these conversations.

Striving to exceed industry standards.
Advisors at SolomonWood are required to pursue a CFP® (CERTIFIED FINANCIAL PLANNER®) designation, the standard of excellence in the financial planning profession. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.