Solano Wealth Management Group

CONNECT

Address:

One International Place, Suite 3210
Boston, MA 02110

Phone:

(617) 377-4416

OVERVIEW

 

 

We help our clients address numerous planning issues, including:

 

Cash Management

  • Budgeting
  • Daily Finances
  • Recordkeeping

Credit and Borrowing Needs*

  • Margin
  • Securities Based Line of Credit

Retirement Planning

  • Qualified Plans
  • Retirement Income
  • Asset Protection
  • Long-Term Healthcare

Legacy and Estate Planning

  • Charitable Giving
  • Education Funding
  • Trust Services
  • Tax Planning

Small Business Solutions

  • Asset Protection
  • Financing
  • Insurance
  • Qualified Retirement Plans
  • Tax Planning
  • Business Transition and Advisory Services