Broker Check


Our mission is to get to know and understand your needs, wants, and long-term goals. We assist you and your family in beating debt and building wealth by using tax and financial services strategies. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. 

We understand the challenges families face today. 

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your future success.

Investment services are offered by Chris Solomon and Rick Solomon through affiliation with Avantax.