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Client Letter

Dear Client,

If the past two years have taught us anything, it is the importance of embracing technology and maintaining a strong digital presence. With that being said, we are excited to announce a full revamp of our website In the next few days, we will be introducing a new look and feel that we feel will better reflect who we are as a company and what sets us apart from other financial firms. While the aesthetics of the site will be changing, the functionality of how you interact with your accounts, view statements online, and use our comprehensive financial planning software will remain unchanged.

We encourage you to check out our new site in the coming week and explore the different areas that we believe makes Solis Wealth such a special place. While exploring the site, if you think of family or friends who may benefit from working with us, please feel free to refer them to our site where they can gather a little more information about who we are and what we do to help them determine if we might be a good fit for their individual situation.

As always, if you have any questions or concerns, please don’t hesitate to reach out to our team.

Most Sincerely,

Greg R. Solis, AIF®
President and CEO

Bob Medler, CRPC®, CMFC®, AIF®
Wealth Advisor / Investment Analyst

Tiffany Valentine, CFP®
Vice President and COO


78-075 Main Street
Suite 204
La Quinta, CA 92253
Office: (760) 771-3339
Fax: (760) 771-3181

CA Insurance License #0795867, 0C05523 & 0D73175.

The Wealth Advisors of Solis Wealth Management are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.