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:
- Transition their wealth
We focus on all areas of their unique financial situation and include a plan for:
- Their taxes
- 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!
Securities offered through Advisory Group Equity Services, Ltd. Member FINRA/SIPC/MSRB
Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor
444 Washington St., Suite 407, Woburn, MA 01801(781) 933-6100
“Highly recommend!”- Ken S.
“Thank you again, Jay, for all your help!”- Carol C.
“Giving a huge shoutout to Holliston's local Attorney, Jay Marsden, who came to our rescue on an estate matter earlier this week ...”- Mary C.
Responsive to Clients' Needs
Free Initial Case Consultations
Over 15+ Years of Experience
Simplify Complex Legal Matters
Flat Fee for Life Pricing
No matter the size of your estate, it is important to take the time to assess your situation and draft a comprehensive estate plan that includes a last will and testament, strategies to minimize taxes, a durable power of attorney, and guardianship for any minor children. Marsden Law P.C. will develop a custom estate plan that covers your unique needs and ensures you and your loved ones are prepared for major life events and emergencies.