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.
Why Clients Love Us
Reviews & Testimonials
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"Giving a huge shoutout to Holliston's local Attorney, Jay Marsden, who came to our rescue on an estate matter earlier this week amidst the holiday crunch."Giving a huge shoutout to Holliston's local Attorney, Jay Marsden, 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 person to walk you through some of life's most important, often quite complicated decisions, call Attorney Jay Marsden. We've used Jay's legal services multiple times. Jay, and his team, are top-notch!- Mary C.
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"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! Legal advise offered in a way that we can understand it."My family and I have had a relationship with Marsden Law for many years....close to 15 years I'd say...and they have never let us down. Excellent service, legal advise offered in a way that we can understand it, and they have really earned of our trust. I would recommend Marsden Law to any of my friends.- Bob W.
Standing Apart From the Rest
Why Choose Marsden Law
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Responsive to Clients' Needs
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Free Initial Case Consultations
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Over 15+ Years of Experience
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Simplify Complex Legal Matters
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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!