Solomon Wealth Management is a San Diego based comprehensive financial planning and wealth management firm. They have been assisting individuals and corporations pursue their financial goals for over 30 years. Our role is to help our clients lead more financially secure lives. Solomon Wealth Management is dedicated to helping clients define, work towards, and achieve their financial goals.
Whether you are concerned about building your assets, protecting your family, or evaluating your retirement options, we have the experience and training to help. Solomon Wealth Management is dedicated to helping you achieve your vision for your family, business, and retirement. Our goal at Solomon Wealth Management is to inspire our clients to make informed decisions through education and communication.
Whether you are concerned about building your assets, protecting your family, or evaluating your retirement options, we have the experience and training to help. Solomon Wealth Management is dedicated to helping you achieve your vision for your family, business, and retirement. Our goal at Solomon Wealth Management is to inspire our clients to make informed decisions through education and communication.
Services
Solomon Wealth Management is the result of a business that has transformed over the last 30 years. Brian Solomon began his financial service career as a registered representative with VALIC in 1987. He was trained and learned the basics of the financial service business. In 1992 Brian left VALIC to join LPL financial and established Solomon Financial Services.
The number one fear for many people is running out of money in retirement. With the uncertain future of Social Security benefits and a decrease in traditional pension plans being offered, individuals have to assume more of the responsibility in funding their own retirement. We are here to help guide you to a secure retirement with our extensive retirement planning experience and tools.
Brian H. Solomon has been assisting individuals and corporations in the San Diego area with his financial expertise for the past 30 years. He is experienced in planning personal finances, including the areas of investment, retirement. Candace has been with Solomon Wealth Management since May of 2007.
Solomon Wealth Management is independent but not alone. Our Registered Representatives are affiliated with Independent Financial Group, we clear our transactions through Pershing, and we utilize Portfolio Management Consulting Group (PMC) for Research and Portfolio Construction. Through these relationships, we create and manage portfolios made up of individual equities/ETF's and institutional class mutual funds.
To ensure that we are well equipped to serve your needs, we have established our clearing relationship with Pershing and have devoted significant energies and capital into becoming a paperless environment with our back office systems. Independent Financial Group, LLC, clears our brokerage business through Pershing LLC, a subsidiary of the Bank of New York.
Reviews (2)
Nick Geraci
Jan 31, 2021
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I was with an advisor at a bank. I thought that made sense because that’s where my money was. Little did I know I was paying way more in fees than I needed to...not just AUM, but also trading fees while my portfolio was not reflecting the growth the market was experiencing.
I’m glad I tried Solomon out. The office is lean and efficient and Brian is very upfront with what and how he invests. Highly recommend.
I’m glad I tried Solomon out. The office is lean and efficient and Brian is very upfront with what and how he invests. Highly recommend.
Vince D.
Oct 30, 2020
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Was with big “wire houses” for asset management and financial planning for years but realized that I was getting “cookie cutter” service because I didn’t have $10 million+ with them.
Brian actually spent the time, built me a full financial plan, AND made me custom accounts that we built together with my goals as the foundation.
Awesome experience! So far has been paying off big! Excited to see how my portfolio grows!
Brian actually spent the time, built me a full financial plan, AND made me custom accounts that we built together with my goals as the foundation.
Awesome experience! So far has been paying off big! Excited to see how my portfolio grows!
