Solid Point Wealth Advisors, LLC

Solid Point Wealth Advisors serves individual clients — including high‑net‑worth individuals — as well as plan sponsors and businesses, providing discretionary portfolio management, model‑portfolio implementation, and retirement‑plan advisory services (including non‑fiduciary plan support and IRA rollover recommendations). The firm manages client accounts on an ongoing basis and charges asset‑based advisory fees.

The firm exercises discretionary authority for most accounts and deploys a mix of analytical approaches (charting, technical, fundamental, and cyclical analysis) across both long‑ and short‑term trading horizons, noting that frequent trading may be used occasionally when deemed suitable. Client cash is swept into the custodian’s designated money‑market vehicle, and tax efficiency is not treated as a primary objective unless specifically agreed in writing.

Notable operational features include a routine requirement that clients direct brokerage to a specified custodian (Charles Schwab) and an explicit policy of not aggregating multiple client orders for the same security, which can result in different execution prices across accounts. The firm also discloses advising on less liquid investments such as private placements and real estate/REITs, provides non‑fiduciary retirement plan services, and does not vote client proxy ballots.