Solaris, together with its affiliate Klingenstein Fields Wealth Advisors, have rebranded to Klingenstein Fields Advisors. For future news and insights about us, visit our new page and follow Klingenstein Fields Advisors https://www.linkedin.com/company/klingenstein-fields/.
The Solaris Group is a specialized wealth strategy, investment consulting and asset management firm. We work on behalf of individuals, families and family offices, foundations and charitable programs, and other non-profit institutions including schools, colleges, cultural institutions, religious organizations, and senior living facilities.
The firm crafts customized investment programs for our clients to
• Achieve an enhanced return, net of fees annualized over market cycles
• Preserve capital and improve its purchasing power
• Provide stability to investments while meeting long-term objectives
We place primary emphasis on our commitment to each client. Accordingly, we seek a limited number of meaningful relationships, each managed by one of our
founding partners. Partner involvement includes not only strategy development but also the implementation of wealth management and investment management assignments.