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OUR CORE VALUES

OUR VALUES ARE THE LENS THROUGH WHICH WE OPERATE AND SERVE:

TRUST

a firm belief in the reliability, truth, ability, or strength of someone to be there.

We understand the trust a family places in us—to be there when they call, and to follow through on our promises. Trusting us to plan for life's unforeseen obstacles and tackle them one by one. Trusting us to have their best interest at heart and serve them with that idea always top of mind.

COMPASSION

kindness and empathy, choosing to take on someone's grief and pain as your own.

Money doesn't equal peace. Alignment does. We meet families where they are, knowing that everyone's story is different and unique. Each person's story shapes their perspective and their relationship with money. We seek to understand their story and align their plan with their goals.

POSITIVE MENTAL ATTITUDE

an optimistic disposition stemming from the belief that if you dream it, you can build it. If something isn't working for you, you can change it, one step at a time. A positive attitude affects positive change and improves one's overall achievement.


Solas was built with hard work and a relentless positive attitude. With this attitude, we are able to pour passion and expertise into each of our client’s plans. Though we cannot control much in the world, we can control our mindset. With our guidance, our families become more empowered and better positioned for their financial lives and futures.

GROWTH MINDSET

the belief that through hard work, solid strategy, and sound input from others, you can achieve more.

Here at Solas Financial, a growth mindset is the foundation of our practice. We believe in continuously growing to become better versions of ourselves than we were the day before. We love working with families who share this value, families who come to us when there is a disconnect between where they are and where they want to be. We look forward to working alongside families as they grow and evolve and figure out a plan that works for them.

TEAM

a group of individuals joined together to accomplish a common purpose.

Our team’s primary purpose is to serve our clients with excellence. We devote time to continuing education so we can provide the most effective, relevant, and timely guidance. We are dedicated doers who don’t quit until a job is done, and we pay close attention to the details to ensure your plan is crafted with meticulous intention. And because this is your plan, we communicate proactively, ensuring you are always accurately informed and in the loop.

TRUST

a firm belief in the reliability, truth, ability, or strength of someone to be there.

We understand the trust a family places in us—to be there when they call, and to follow through on our promises. Trusting us to plan for life's unforeseen obstacles and tackle them one by one. Trusting us to have their best interest at heart and serve them with that idea always top of mind.

COMPASSION

kindness and empathy, choosing to take on someone's grief and pain as your own.

Money doesn't equal peace. Alignment does. We meet families where they are, knowing that everyone's story is different and unique. Each person's story shapes their perspective and their relationship with money. We seek to understand their story and align their plan with their goals.

POSITIVE MENTAL ATTITUDE

an optimistic disposition stemming from the belief that if you dream it, you can build it. If something isn't working for you, you can change it, one step at a time. A positive attitude affects positive change and improves one's overall achievement.


Solas was built with hard work and a relentless positive attitude. With this attitude, we are able to pour passion and expertise into each of our client’s plans. Though we cannot control much in the world, we can control our mindset. With our guidance, our families become more empowered and better positioned for their financial lives and futures.

GROWTH MINDSET

the belief that through hard work, solid strategy, and sound input from others, you can achieve more.

Here at Solas Financial, a growth mindset is the foundation of our practice. We believe in continuously growing to become better versions of ourselves than we were the day before. We love working with families who share this value, families who come to us when there is a disconnect between where they are and where they want to be. We look forward to working alongside families as they grow and evolve and figure out a plan that works for them.

TEAM

a group of individuals joined together to accomplish a common purpose.

Our team’s primary purpose is to serve our clients with excellence. We devote time to continuing education so we can provide the most effective, relevant, and timely guidance. We are dedicated doers who don’t quit until a job is done, and we pay close attention to the details to ensure your plan is crafted with meticulous intention. And because this is your plan, we communicate proactively, ensuring you are always accurately informed and in the loop.